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

Howard 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	$5.93M	Buy	302,354 +14,258	+5%	+$280K	2.19%	7
2026 Q1	$5.65M	Buy	288,096 +9,658	+3%	+$190K	2.38%	7
2025 Q4	$5.5M	Buy	278,438 +25,567	+10%	+$504K	2.4%	7
2025 Q3	$4.98M	Buy	252,871 +8,820	+4%	+$174K	2.29%	9
2025 Q2	$4.8M	Buy	244,051 +277	+0.1%	+$5.43K	2.42%	9
2025 Q1	$4.78M	Sell	243,774 -600	-0.2%	-$11.7K	2.66%	8
2024 Q4	$4.76M	Buy	244,374 +23,270	+11%	+$455K	2.58%	8
2024 Q3	$4.36M	Buy	+221,104	New	+$4.32M	2.54%	9

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

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

Howard Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 4.9% in Q2 2026, buying an estimated $280K and bringing the position to 302,354 shares worth $5.93M. The position accounts for 2.19% of the portfolio, ranked #7.

Howard Wealth Management 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.

Howard Wealth Management held 302,354 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $5.93M as of Q2 2026.
Howard Wealth Management bought 14,258 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $280K.
Invesco BulletShares 2027 Corporate Bond ETF made up 2.19% of Howard Wealth Management's portfolio in Q2 2026, its #7 holding.
Howard Wealth Management 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 Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.