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Laurel Wealth Advisors (North Carolina)’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$6.13M Buy
312,670
+1,646
+0.5% +$32.3K 0.59% 35
2026
Q1 		$6.11M Buy
311,024
+3,403
+1% +$67.1K 0.6% 34
2025
Q4 		$6.07M Buy
307,621
+20,451
+7% +$404K 0.8% 33
2025
Q3 		$5.66M Buy
287,170
+25,471
+10% +$501K 0.79% 35
2025
Q2 		$5.14M Buy
261,699
+6,396
+3% +$125K 0.77% 36
2025
Q1 		$5M Buy
255,303
+14,322
+6% +$280K 0.78% 35
2024
Q4 		$4.69M Buy
240,981
+16,945
+8% +$331K 0.73% 36
2024
Q3 		$4.42M Buy
224,036
+21,361
+11% +$418K 0.7% 37
2024
Q2 		$3.9M Buy
202,675
+5,981
+3% +$115K 0.68% 39
2024
Q1 		$3.79M Buy
196,694
+60,071
+44% +$1.16M 0.65% 41
2023
Q4 		$2.66M Buy
136,623
+17,228
+14% +$327K 0.5% 54
2023
Q3 		$2.24M Sell
119,395
-7,742
-6% -$147K 0.47% 61
2023
Q2 		$2.42M Sell
127,137
-2,943
-2% -$56.6K 0.48% 60
2023
Q1 		$2.51M Buy
130,080
+34,232
+36% +$656K 0.53% 59
2022
Q4 		$1.82M Buy
95,848
+6,507
+7% +$123K 0.41% 64
2022
Q3 		$1.66M Buy
89,341
+5
+0% +$97 0.41% 69
2022
Q2 		$1.73M Sell
89,336
-3,746
-4% -$73.4K 0.42% 67
2022
Q1 		$1.88M Buy
93,082
+18,279
+24% +$380K 0.4% 66
2021
Q4 		$1.61M Buy
74,803
+74,303
+14,861% +$1.61M 0.33% 73
2021
Q3 		$11K Buy
+500
New +$11K ﹤0.01% 403

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

Laurel Wealth Advisors (North Carolina)'s BSCR Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.53% in Q2 2026, buying an estimated $32.3K and bringing the position to 312,670 shares worth $6.13M. The position accounts for 0.59% of the portfolio, ranked #35.

Laurel Wealth Advisors (North Carolina) first reported a position in BSCR in Q3 2021 and has held it in 20 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 312,670 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $6.13M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 1,646 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $32.3K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.59% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #35 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.