IWM
BSCR icon

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
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

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

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

Integris Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.1% in Q2 2026, buying an estimated $2.12K and bringing the position to 10,314 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #127.

Integris Wealth Management first reported a position in BSCR in Q4 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Integris Wealth Management held 10,314 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $202K as of Q2 2026.
  • Integris Wealth Management bought 108 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $2.12K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.04% of Integris Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Integris Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.