FC Advisory’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

FC Advisory’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	$220K	Buy	+11,217	New	+$220K	0.06%	110
2026 Q1	–	Sell	-10,903	Closed	-$215K	–	116
2025 Q4	$215K	Sell	10,903 -2,565	-19%	-$50.6K	0.06%	112
2025 Q3	$265K	Sell	13,468 -2,727	-17%	-$53.7K	0.08%	102
2025 Q2	$318K	Buy	16,195 +1,174	+8%	+$23K	0.1%	93
2025 Q1	$294K	Buy	15,021 +1,165	+8%	+$22.7K	0.1%	91
2024 Q4	$270K	Buy	+13,856	New	+$271K	0.09%	93
2024 Q1	–	Sell	-12,142	Closed	-$236K	–	96
2023 Q4	$236K	Buy	12,142 +1,811	+18%	+$34.3K	0.09%	90
2023 Q3	$194K	Buy	+10,331	New	+$196K	0.08%	91

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

FC Advisory's BSCR Position: Q2 2026 in Review

FC Advisory opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026: 11,217 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #110 among its holdings. This is a return to the name: FC Advisory previously reported a position in BSCR as recently as Q4 2025.

FC Advisory first reported a position in BSCR in Q3 2023 and has held it in 8 quarters since. The position peaked at $318K in Q2 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

FC Advisory held 11,217 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $220K as of Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF was a new FC Advisory position in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.06% of FC Advisory's portfolio in Q2 2026, its #110 holding.
FC Advisory first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2023 and has held it in 8 quarters since.
FC Advisory's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $318K in Q2 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.