Guardian Wealth Advisors (North Carolina)’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$3.97M	Buy	202,489 +143,331	+242%	+$2.82M	0.22%	63
2026 Q1	$1.16M	Buy	59,158 +46	+0.1%	+$907	0.07%	135
2025 Q4	$1.17M	Buy	59,112 +4,249	+8%	+$83.8K	0.07%	139
2025 Q3	$1.08M	Sell	54,863 -1,128	-2%	-$22.2K	0.07%	141
2025 Q2	$1.1M	Buy	55,991 +571	+1%	+$11.2K	0.08%	128
2025 Q1	$1.09M	Buy	55,420 +384	+0.7%	+$7.5K	0.09%	123
2024 Q4	$1.07M	Buy	55,036 +2,718	+5%	+$53.1K	0.08%	125
2024 Q3	$1.03M	Buy	+52,318	New	+$1.02M	0.11%	102

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

Guardian Wealth Advisors (North Carolina)'s BSCR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 242% in Q2 2026, buying an estimated $2.82M and bringing the position to 202,489 shares worth $3.97M. The position accounts for 0.22% of the portfolio, ranked #63.

Guardian Wealth Advisors (North Carolina) first reported a position in BSCR in Q3 2024 and has held it in 8 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 202,489 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.97M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 143,331 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $2.82M.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.22% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #63 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.