Evexia Wealth’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Evexia Wealth’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	$3.84M	Sell	195,585 -42,157	-18%	-$828K	1.04%	33
2026 Q1	$4.68M	Buy	237,742 +33,543	+16%	+$661K	1.29%	28
2025 Q4	$4.03M	Buy	204,199 +118,874	+139%	+$2.35M	1.13%	29
2025 Q3	$1.69M	Buy	85,325 +4,568	+6%	+$89.9K	0.5%	40
2025 Q2	$1.59M	Sell	80,757 -38,989	-33%	-$764K	0.5%	42
2025 Q1	$2.34M	Buy	119,746 +2,967	+3%	+$57.9K	0.85%	38
2024 Q4	$2.28M	Buy	116,779 +67,087	+135%	+$1.31M	0.77%	37
2024 Q3	$974K	Buy	49,692 +6,577	+15%	+$129K	0.35%	43
2024 Q2	$833K	Buy	+43,115	New	+$828K	0.31%	41

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Evexia Wealth's BSCR Position: Q2 2026 in Review

Evexia Wealth reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 18% in Q2 2026, selling an estimated $828K and leaving 195,585 shares worth $3.84M. The position accounts for 1.04% of the portfolio, ranked #33.

Evexia Wealth first reported a position in BSCR in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.68M in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Evexia Wealth held 195,585 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.84M as of Q2 2026.
Evexia Wealth sold 42,157 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $828K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.04% of Evexia Wealth's portfolio in Q2 2026, its #33 holding.
Evexia Wealth first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Evexia Wealth's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $4.68M in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.