Ledgewood Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Ledgewood Wealth Advisors’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	$10.8M	Buy	549,634 +2,218	+0.4%	+$43.6K	5.72%	5
2026 Q1	$10.7M	Buy	547,416 +37,622	+7%	+$742K	6.05%	5
2025 Q4	$10.1M	Buy	509,794 +204,172	+67%	+$4.03M	5.8%	6
2025 Q3	$6.02M	Buy	305,622 +9,920	+3%	+$195K	3.57%	9
2025 Q2	$5.81M	Buy	295,702 +8,214	+3%	+$161K	3.66%	9
2025 Q1	$5.63M	Buy	287,488 +7,774	+3%	+$152K	3.63%	9
2024 Q4	$5.45M	Buy	279,714 +42,957	+18%	+$839K	3.52%	10
2024 Q3	$4.67M	Buy	236,757 +33,509	+16%	+$655K	3.14%	11
2024 Q2	$3.91M	Buy	203,248 +15,374	+8%	+$295K	3.37%	11
2024 Q1	$3.62M	Buy	187,874 +5,981	+3%	+$116K	3.37%	11
2023 Q4	$3.54M	Buy	+181,893	New	+$3.45M	3.27%	9

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ledgewood Wealth Advisors's BSCR Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.41% in Q2 2026, buying an estimated $43.6K and bringing the position to 549,634 shares worth $10.8M. The position accounts for 5.72% of the portfolio, ranked #5.

Ledgewood Wealth Advisors first reported a position in BSCR in Q4 2023 and has held it in 11 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Ledgewood Wealth Advisors held 549,634 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $10.8M as of Q2 2026.
Ledgewood Wealth Advisors bought 2,218 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $43.6K.
Invesco BulletShares 2027 Corporate Bond ETF made up 5.72% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.