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

LongView 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	–	Sell	-18,700	Closed	-$368K	–	232
2026 Q1	$368K	Hold	18,700	–	–	0.09%	169
2025 Q4	$369K	Hold	18,700	–	–	0.09%	167
2025 Q3	$369K	Hold	18,700	–	–	0.1%	151
2025 Q2	$367K	Buy	18,700 +3,500	+23%	+$68.6K	0.11%	147
2025 Q1	$298K	Hold	15,200	–	–	0.09%	166
2024 Q4	$296K	Buy	15,200 +2,500	+20%	+$48.8K	0.09%	163
2024 Q3	$250K	Buy	+12,700	New	+$248K	0.08%	176
2024 Q2	–	Sell	-13,000	Closed	-$251K	–	184
2024 Q1	$251K	Hold	13,000	–	–	0.1%	155
2023 Q4	$252K	Buy	+13,000	New	+$246K	0.11%	150

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

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

LongView Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026, closing a stake of 18,700 shares — an estimated $368K sold.

LongView Wealth Management first reported a position in BSCR in Q4 2023 and held it in 9 quarters. The position peaked at $369K in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

LongView Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
LongView Wealth Management sold 18,700 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $368K.
LongView Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
LongView Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $369K in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.