McElhenny Sheffield Capital Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

McElhenny Sheffield Capital 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	$284K	Buy	+14,486	New	+$285K	0.07%	77
2023 Q1	–	Sell	-725	Closed	-$13.8K	–	152
2022 Q4	$13.8K	Buy	+725	New	+$13.7K	0.01%	307

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

McElhenny Sheffield Capital Management's BSCR Position: Q2 2026 in Review

McElhenny Sheffield Capital Management opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026: 14,486 shares worth $284K. The stake represents 0.07% of the portfolio and ranks #77 among its holdings. This is a return to the name: McElhenny Sheffield Capital Management previously reported a position in BSCR as recently as Q4 2022.

McElhenny Sheffield Capital Management first reported a position in BSCR in Q4 2022 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

McElhenny Sheffield Capital Management held 14,486 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $284K as of Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF was a new McElhenny Sheffield Capital Management position in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.07% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #77 holding.
McElhenny Sheffield Capital Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 2 quarters since.
404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.