HB Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

HB Wealth Management’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	$839K	Buy	42,793 +15,527	+57%	+$305K	﹤0.01%	819
2026 Q1	$535K	Sell	27,266 -59,506	-69%	-$1.17M	﹤0.01%	945
2025 Q4	$1.71M	Buy	86,772 +3,692	+4%	+$72.9K	0.01%	442
2025 Q3	$1.64M	Buy	83,080 +8,073	+11%	+$159K	0.01%	467
2025 Q2	$1.47M	Buy	75,007 +42,383	+130%	+$830K	0.01%	441
2025 Q1	$639K	Buy	32,624 +6,853	+27%	+$134K	0.01%	688
2024 Q4	$502K	Buy	25,771 +893	+4%	+$17.4K	0.01%	620
2024 Q3	$491K	Buy	24,878 +3,459	+16%	+$67.6K	0.01%	590
2024 Q2	$412K	Buy	21,419 +124	+0.6%	+$2.38K	﹤0.01%	603
2024 Q1	$411K	Buy	21,295 +886	+4%	+$17.1K	0.01%	556
2023 Q4	$397K	Buy	+20,409	New	+$387K	0.01%	520

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

HB Wealth Management's BSCR Position: Q2 2026 in Review

HB Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 57% in Q2 2026, buying an estimated $305K and bringing the position to 42,793 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

HB Wealth Management first reported a position in BSCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

HB Wealth Management held 42,793 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $839K as of Q2 2026.
HB Wealth Management bought 15,527 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $305K.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #819 holding.
HB Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
HB Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.71M in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.