Infinity Wealth Counsel’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Infinity Wealth Counsel’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	$3.69M	Buy	188,238 +4,795	+3%	+$94.2K	2.98%	10
2026 Q1	$3.6M	Sell	183,443 -1,847	-1%	-$36.4K	3.31%	8
2025 Q4	$3.66M	Buy	185,290 +9,135	+5%	+$180K	3.33%	8
2025 Q3	$3.47M	Sell	176,155 -1,650	-0.9%	-$32.5K	3.37%	8
2025 Q2	$3.49M	Buy	177,805 +2,558	+1%	+$50.1K	3.53%	8
2025 Q1	$3.43M	Buy	175,247 +2,085	+1%	+$40.7K	3.71%	8
2024 Q4	$3.37M	Buy	+173,162	New	+$3.38M	3.6%	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

Infinity Wealth Counsel's BSCR Position: Q2 2026 in Review

Infinity Wealth Counsel increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.6% in Q2 2026, buying an estimated $94.2K and bringing the position to 188,238 shares worth $3.69M. The position accounts for 2.98% of the portfolio, ranked #10.

Infinity Wealth Counsel first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Infinity Wealth Counsel held 188,238 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.69M as of Q2 2026.
Infinity Wealth Counsel bought 4,795 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $94.2K.
Invesco BulletShares 2027 Corporate Bond ETF made up 2.98% of Infinity Wealth Counsel's portfolio in Q2 2026, its #10 holding.
Infinity Wealth Counsel first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.