Leo Wealth LLC’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Leo Wealth LLC’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 Q1	$1.96M	Sell	99,759 -5,264	-5%	-$104K	0.14%	122
2025 Q4	$2.07M	Buy	105,023 +94,881	+936%	+$1.87M	0.15%	117
2025 Q3	$200K	Sell	10,142 -61,872	-86%	-$1.22M	0.03%	277
2025 Q2	$1.42M	Buy	72,014 +61,872	+610%	+$1.21M	0.11%	144
2025 Q1	$199K	Sell	10,142 -2,854	-22%	-$55.7K	0.03%	257
2024 Q4	$253K	Buy	12,996 +2,854	+28%	+$55.8K	0.02%	309
2024 Q3	$200K	Buy	+10,142	New	+$198K	0.02%	332

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Leo Wealth LLC's BSCR Position: Q1 2026 in Review

Leo Wealth LLC reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 5% in Q1 2026, selling an estimated $104K and leaving 99,759 shares worth $1.96M. The position accounts for 0.14% of the portfolio, ranked #122.

Leo Wealth LLC first reported a position in BSCR in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q4 2025. 402 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Leo Wealth LLC held 99,759 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.96M as of Q1 2026.
Leo Wealth LLC sold 5,264 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $104K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.14% of Leo Wealth LLC's portfolio in Q1 2026, its #122 holding.
Leo Wealth LLC first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Leo Wealth LLC's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.07M in Q4 2025.
402 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.