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

Genesis Wealth Advisors’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	$7.31M	Buy	372,338 +21,134	+6%	+$417K	4.88%	9
2025 Q4	$6.93M	Buy	351,204 +15,252	+5%	+$301K	4.75%	9
2025 Q3	$6.62M	Buy	335,952 +1,403	+0.4%	+$27.6K	4.67%	9
2025 Q2	$6.57M	Buy	334,549 +12,959	+4%	+$254K	4.93%	9
2025 Q1	$6.3M	Sell	321,590 -99,889	-24%	-$1.95M	5.1%	6
2024 Q4	$8.21M	Buy	+421,479	New	+$8.24M	7.16%	2

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

Genesis Wealth Advisors's BSCR Position: Q1 2026 in Review

Genesis Wealth Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 6% in Q1 2026, buying an estimated $417K and bringing the position to 372,338 shares worth $7.31M. The position accounts for 4.88% of the portfolio, ranked #9.

Genesis Wealth Advisors first reported a position in BSCR in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.21M in Q4 2024. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Genesis Wealth Advisors held 372,338 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $7.31M as of Q1 2026.
Genesis Wealth Advisors bought 21,134 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $417K.
Invesco BulletShares 2027 Corporate Bond ETF made up 4.88% of Genesis Wealth Advisors's portfolio in Q1 2026, its #9 holding.
Genesis Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Genesis Wealth Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $8.21M in Q4 2024.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.