FIT
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Financially in Tune’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Financially in Tune’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
Q1 		$787K Buy
40,119
+13,407
+50% +$264K 0.68% 30
2025
Q4 		$527K Buy
+26,712
New +$527K 0.49% 33

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Financially in Tune's BSCR Position: Q1 2026 in Review

Financially in Tune increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 50% in Q1 2026, buying an estimated $264K and bringing the position to 40,119 shares worth $787K. The position accounts for 0.68% of the portfolio, ranked #30.

Financially in Tune first reported a position in BSCR in Q4 2025 and has held it in 2 quarters since. 401 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Financially in Tune held 40,119 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $787K as of Q1 2026.
  • Financially in Tune bought 13,407 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $264K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.68% of Financially in Tune's portfolio in Q1 2026, its #30 holding.
  • Financially in Tune first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 401 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.