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JM2 Capital’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

JM2 Capital’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 		$728K Buy
37,098
+919
+3% +$18.1K 0.5% 49
2026
Q1 		$710K Buy
36,179
+1,413
+4% +$27.9K 0.59% 52
2025
Q4 		$686K Buy
+34,766
New +$686K 0.55% 49

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

JM2 Capital's BSCR Position: Q2 2026 in Review

JM2 Capital increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.5% in Q2 2026, buying an estimated $18.1K and bringing the position to 37,098 shares worth $728K. The position accounts for 0.5% of the portfolio, ranked #49.

JM2 Capital first reported a position in BSCR in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • JM2 Capital held 37,098 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $728K as of Q2 2026.
  • JM2 Capital bought 919 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $18.1K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.5% of JM2 Capital's portfolio in Q2 2026, its #49 holding.
  • JM2 Capital first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.