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

Integris 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 Q3	$204K	Buy	10,424 +110	+1%	+$2.16K	0.04%	134
2026 Q2	$202K	Buy	10,314 +108	+1%	+$2.12K	0.04%	127
2026 Q1	$200K	Buy	10,206 +106	+1%	+$2.09K	0.05%	120
2025 Q4	$199K	Buy	+10,100	New	+$199K	0.05%	118

Other funds holding BSCR

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

SNS Financial Group Minneapolis, Minnesota $3.53B AUM 15.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Integris Wealth Management's BSCR Position: Q3 2026 in Review

Integris Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.1% in Q3 2026, buying an estimated $2.16K and bringing the position to 10,424 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #134.

Integris Wealth Management first reported a position in BSCR in Q4 2025 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

Integris Wealth Management held 10,424 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $204K as of Q3 2026.
Integris Wealth Management bought 110 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $2.16K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.04% of Integris Wealth Management's portfolio in Q3 2026, its #134 holding.
Integris Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
328 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.