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

IHT 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	$1.53M	Sell	77,785 -32,405	-29%	-$637K	0.03%	482
2026 Q1	$2.16M	Buy	110,190 +5,763	+6%	+$114K	0.05%	351
2025 Q4	$2.06M	Buy	104,427 +20,925	+25%	+$413K	0.05%	334
2025 Q3	$1.65M	Buy	83,502 +10,042	+14%	+$198K	0.04%	379
2025 Q2	$1.44M	Buy	73,460 +2,142	+3%	+$42K	0.04%	392
2025 Q1	$1.4M	Buy	71,318 +4,305	+6%	+$84K	0.04%	373
2024 Q4	$1.31M	Sell	67,013 -32,685	-33%	-$639K	0.04%	369
2024 Q3	$1.97M	Buy	99,698 +44,270	+80%	+$866K	0.06%	320
2024 Q2	$1.07M	Buy	55,428 +7,705	+16%	+$148K	0.04%	421
2024 Q1	$921K	Sell	47,723 -2,356	-5%	-$45.5K	0.04%	450
2023 Q4	$974K	Buy	50,079 +1,622	+3%	+$30.7K	0.04%	394
2023 Q3	$908K	Sell	48,457 -1,811	-4%	-$34.3K	0.05%	367
2023 Q2	$956K	Sell	50,268 -51,703	-51%	-$994K	0.05%	354
2023 Q1	$1.97M	Buy	101,971 +17,418	+21%	+$334K	0.11%	180
2022 Q4	$1.61M	Sell	84,553 -18,179	-18%	-$343K	0.1%	213
2022 Q3	$1.91M	Buy	102,732 +58,818	+134%	+$1.14M	0.15%	158
2022 Q2	$851K	Sell	43,914 -2,229	-5%	-$43.7K	0.08%	268
2022 Q1	$933K	Buy	+46,143	New	+$959K	0.07%	268

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

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

IHT Wealth Management reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 29% in Q2 2026, selling an estimated $637K and leaving 77,785 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #482.

IHT Wealth Management first reported a position in BSCR in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.16M in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

IHT Wealth Management held 77,785 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.53M as of Q2 2026.
IHT Wealth Management sold 32,405 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $637K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #482 holding.
IHT Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
IHT Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.16M in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.