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

Focus Partners 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 Q1	$13.3M	Buy	677,778 +31,933	+5%	+$629K	0.01%	630
2025 Q4	$12.7M	Buy	645,845 +123,649	+24%	+$2.44M	0.01%	623
2025 Q3	$10.3M	Buy	522,196 +14,418	+3%	+$284K	0.02%	553
2025 Q2	$9.98M	Buy	507,778 +11,035	+2%	+$216K	0.02%	497
2025 Q1	$9.73M	Sell	496,743 -87,159	-15%	-$1.7M	0.02%	481
2024 Q4	$11.4M	Buy	583,902 +31,261	+6%	+$611K	0.03%	439
2024 Q3	$10.9M	Buy	552,641 +37,233	+7%	+$728K	0.03%	391
2024 Q2	$9.91M	Buy	515,408 +30,133	+6%	+$578K	0.03%	390
2024 Q1	$9.36M	Buy	485,275 +41,293	+9%	+$798K	0.08%	227
2023 Q4	$8.64M	Buy	+443,982	New	+$8.41M	0.11%	171

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Focus Partners Wealth's BSCR Position: Q1 2026 in Review

Focus Partners Wealth increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 4.9% in Q1 2026, buying an estimated $629K and bringing the position to 677,778 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #630.

Focus Partners Wealth first reported a position in BSCR in Q4 2023 and has held it in 10 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Focus Partners Wealth held 677,778 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $13.3M as of Q1 2026.
Focus Partners Wealth bought 31,933 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $629K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #630 holding.
Focus Partners Wealth first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.