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

Horizons 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
Q1 		$3.87M Buy
197,215
+7,633
+4% +$150K 2.54% 14
2025
Q4 		$3.74M Buy
189,582
+380
+0.2% +$7.5K 2.45% 14
2025
Q3 		$3.73M Buy
189,202
+2,847
+2% +$56K 2.54% 14
2025
Q2 		$3.66M Buy
186,355
+2,266
+1% +$44.4K 2.61% 12
2025
Q1 		$3.61M Buy
184,089
+10,706
+6% +$209K 2.68% 12
2024
Q4 		$3.38M Buy
173,383
+9,314
+6% +$182K 2.58% 13
2024
Q3 		$3.24M Sell
164,069
-233
-0.1% -$4.56K 2.48% 13
2024
Q2 		$3.19M Sell
164,302
-40,266
-20% -$773K 2.52% 14
2024
Q1 		$3.98M Hold
204,568
– – 2.61% 13
2023
Q4 		$3.98M Buy
204,568
+13,748
+7% +$261K 2.61% 13
2023
Q3 		$3.58M Buy
190,820
+10,088
+6% +$191K 2.61% 14
2023
Q2 		$3.44M Buy
180,732
+3,366
+2% +$64.7K 2.44% 14
2023
Q1 		$3.42M Buy
177,366
+28,181
+19% +$540K 2.51% 14
2022
Q4 		$2.83M Buy
149,185
+102,411
+219% +$1.93M 2.27% 15
2022
Q3 		$871K Buy
46,774
+3,211
+7% +$62.3K 0.8% 19
2022
Q2 		$859K Buy
+43,563
New +$854K 0.7% 19

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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

Horizons Wealth Management's BSCR Position: Q1 2026 in Review

Horizons Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 4% in Q1 2026, buying an estimated $150K and bringing the position to 197,215 shares worth $3.87M. The position accounts for 2.54% of the portfolio, ranked #14.

Horizons Wealth Management first reported a position in BSCR in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.98M in Q1 2024. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Horizons Wealth Management held 197,215 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.87M as of Q1 2026.
  • Horizons Wealth Management bought 7,633 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $150K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 2.54% of Horizons Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Horizons Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $3.98M in Q1 2024.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.