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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
Q3 		$11M Buy
562,979
+13,345
+2% +$262K 6.06% 5
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

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Ledgewood Wealth Advisors's BSCR Position: Q3 2026 in Review

Ledgewood Wealth Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.4% in Q3 2026, buying an estimated $262K and bringing the position to 562,979 shares worth $11M. The position accounts for 6.06% of the portfolio, ranked #5.

Ledgewood Wealth Advisors first reported a position in BSCR in Q4 2023 and has held it in 12 quarters since. 23 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

  • Ledgewood Wealth Advisors held 562,979 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $11M as of Q3 2026.
  • Ledgewood Wealth Advisors bought 13,345 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $262K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 6.06% of Ledgewood Wealth Advisors's portfolio in Q3 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 12 quarters since.
  • 23 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.