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

JPL 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 		$183K Buy
9,307
+3,084
+50% +$60.6K 0.04% 137
2026
Q1 		$122K Buy
+6,223
New +$123K 0.03% 145
2025
Q4 		– Sell
-8,316
Closed -$164K – 259
2025
Q3 		$164K Buy
+8,316
New +$164K 0.04% 135
2025
Q2 		– Sell
-14,316
Closed -$280K – 114
2025
Q1 		$280K Hold
14,316
– – 0.08% 104
2024
Q4 		$279K Buy
+14,316
New +$280K 0.08% 111

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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

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

JPL Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 50% in Q2 2026, buying an estimated $60.6K and bringing the position to 9,307 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #137.

JPL Wealth Management first reported a position in BSCR in Q4 2024 and has held it in 5 quarters since. The position peaked at $280K in Q1 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • JPL Wealth Management held 9,307 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $183K as of Q2 2026.
  • JPL Wealth Management bought 3,084 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $60.6K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.04% of JPL Wealth Management's portfolio in Q2 2026, its #137 holding.
  • JPL Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • JPL Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $280K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.