Insight Wealth Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Insight Wealth Partners’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	$585K	Buy	29,789 +254	+0.9%	+$5.01K	0.08%	76
2025 Q4	$583K	Sell	29,535 -15,240	-34%	-$301K	0.08%	74
2025 Q3	$883K	Sell	44,775 -1,937	-4%	-$38.1K	0.27%	57
2025 Q2	$918K	Buy	46,712 +2,001	+4%	+$39.2K	0.36%	47
2025 Q1	$876K	Buy	44,711 +5,967	+15%	+$116K	0.15%	47
2024 Q4	$755K	Buy	38,744 +5,011	+15%	+$97.9K	0.1%	52
2024 Q3	$665K	Hold	33,733	–	–	0.13%	60
2024 Q2	$648K	Buy	33,733 +495	+1%	+$9.5K	0.11%	55
2024 Q1	$641K	Sell	33,238 -1,412	-4%	-$27.3K	0.11%	52
2023 Q4	$674K	Sell	34,650 -3,753	-10%	-$71.1K	0.12%	48
2023 Q3	$719K	Sell	38,403 -51	-0.1%	-$966	0.14%	41
2023 Q2	$732K	Buy	+38,454	New	+$740K	0.17%	40

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Insight Wealth Partners's BSCR Position: Q1 2026 in Review

Insight Wealth Partners increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.86% in Q1 2026, buying an estimated $5.01K and bringing the position to 29,789 shares worth $585K. The position accounts for 0.08% of the portfolio, ranked #76.

Insight Wealth Partners first reported a position in BSCR in Q2 2023 and has held it in 12 quarters since. The position peaked at $918K in Q2 2025. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Insight Wealth Partners held 29,789 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $585K as of Q1 2026.
Insight Wealth Partners bought 254 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $5.01K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.08% of Insight Wealth Partners's portfolio in Q1 2026, its #76 holding.
Insight Wealth Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Insight Wealth Partners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $918K in Q2 2025.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.