IMA Advisory Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$206K Buy
10,476
+57
+0.5% +$1.12K 0.02% 173
2025
Q4
$206K Hold
10,419
0.02% 178
2025
Q3
$205K Sell
10,419
-4,300
-29% -$84.7K 0.02% 165
2025
Q2
$289K Sell
14,719
-5,250
-26% -$103K 0.03% 157
2025
Q1
$391K Sell
19,969
-613,313
-97% -$12M 0.05% 149
2024
Q4
$12.3M Buy
633,282
+14,035
+2% +$274K 1.49% 12
2024
Q3
$12.2M Buy
619,247
+8,506
+1% +$166K 2.66% 5
2024
Q2
$11.7M Buy
610,741
+40,331
+7% +$774K 5.18% 3
2024
Q1
$11M Sell
570,410
-52,674
-8% -$1.02M 5.2% 3
2023
Q4
$12.1M Sell
623,084
-22,098
-3% -$419K 6.07% 2
2023
Q3
$12.1M Buy
+645,182
New +$12.2M 3.12% 4

Other funds holding BSCR

IMA Advisory Services's BSCR Position: Q1 2026 in Review

IMA Advisory Services increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.55% in Q1 2026, buying an estimated $1.12K and bringing the position to 10,476 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #173.

IMA Advisory Services first reported a position in BSCR in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q4 2024. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • IMA Advisory Services held 10,476 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $206K as of Q1 2026.
  • IMA Advisory Services bought 57 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $1.12K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of IMA Advisory Services's portfolio in Q1 2026, its #173 holding.
  • IMA Advisory Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • IMA Advisory Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $12.3M in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.