EWM
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Empirical Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Empirical Wealth Management’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.44M Sell
175,380
-433
-0.2% -$8.51K 0.05% 197
2026
Q1 		$3.45M Sell
175,813
-793
-0.4% -$15.6K 0.06% 186
2025
Q4 		$3.49M Buy
176,606
+2,053
+1% +$40.5K 0.06% 180
2025
Q3 		$3.44M Buy
174,553
+1,500
+0.9% +$29.5K 0.07% 173
2025
Q2 		$3.4M Buy
173,053
+7,849
+5% +$154K 0.08% 163
2025
Q1 		$3.24M Buy
165,204
+5,899
+4% +$115K 0.08% 162
2024
Q4 		$3.1M Buy
159,305
+3,256
+2% +$63.6K 0.08% 151
2024
Q3 		$3.08M Buy
156,049
+7,419
+5% +$145K 0.09% 151
2024
Q2 		$2.86M Buy
148,630
+23,903
+19% +$459K 0.08% 147
2024
Q1 		$2.41M Sell
124,727
-49
-0% -$947 0.07% 162
2023
Q4 		$2.43M Buy
124,776
+595
+0.5% +$11.3K 0.08% 150
2023
Q3 		$2.33M Buy
124,181
+466
+0.4% +$8.83K 0.09% 146
2023
Q2 		$2.35M Buy
123,715
+313
+0.3% +$6.02K 0.09% 143
2023
Q1 		$2.38M Buy
123,402
+24,178
+24% +$463K 0.1% 130
2022
Q4 		$1.88M Buy
99,224
+23,831
+32% +$449K 0.09% 145
2022
Q3 		$1.4M Sell
75,393
-5,430
-7% -$105K 0.07% 162
2022
Q2 		$1.57M Sell
80,823
-2,213
-3% -$43.4K 0.08% 156
2022
Q1 		$1.68M Sell
83,036
-2,101
-2% -$43.7K 0.08% 149
2021
Q4 		$1.83M Buy
85,137
+9,971
+13% +$215K 0.09% 141
2021
Q3 		$1.64M Buy
75,166
+1,216
+2% +$26.8K 0.09% 133
2021
Q2 		$1.62M Buy
73,950
+4,060
+6% +$88.7K 0.1% 130
2021
Q1 		$1.51M Buy
69,890
+21,655
+45% +$478K 0.12% 122
2020
Q4 		$1.08M Buy
+48,235
New +$1.07M 0.08% 145

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM

Empirical Wealth Management's BSCR Position: Q2 2026 in Review

Empirical Wealth Management reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.25% in Q2 2026, selling an estimated $8.51K and leaving 175,380 shares worth $3.44M. The position accounts for 0.05% of the portfolio, ranked #197.

Empirical Wealth Management first reported a position in BSCR in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.49M in Q4 2025. 192 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Empirical Wealth Management held 175,380 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.44M as of Q2 2026.
  • Empirical Wealth Management sold 433 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $8.51K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Empirical Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Empirical Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $3.49M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.