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

Evolution 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	$2K	Hold	102	–	–	﹤0.01%	826
2026 Q1	$2K	Hold	102	–	–	﹤0.01%	745
2025 Q4	$2.01K	Hold	102	–	–	﹤0.01%	638
2025 Q3	$2.01K	Buy	+102	New	+$2.01K	﹤0.01%	510

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

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

Evolution Wealth Management held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 102 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Evolution Wealth Management first reported a position in BSCR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.01K in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Evolution Wealth Management held 102 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $2K as of Q2 2026.
Evolution Wealth Management left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #826 holding.
Evolution Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Evolution Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.01K in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.