Meriwether Wealth & Planning’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Meriwether Wealth & Planning’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	$7.56M	Buy	385,428 +4,743	+1%	+$93.2K	3.75%	6
2026 Q1	$7.47M	Buy	380,685 +41,177	+12%	+$812K	4.09%	5
2025 Q4	$6.7M	Buy	339,508 +11,890	+4%	+$235K	3.78%	4
2025 Q3	$6.46M	Buy	327,618 +8,574	+3%	+$169K	3.74%	4
2025 Q2	$6.27M	Buy	319,044 +5,244	+2%	+$103K	3.93%	4
2025 Q1	$6.15M	Buy	+313,800	New	+$6.13M	4.01%	5

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

Meriwether Wealth & Planning's BSCR Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.2% in Q2 2026, buying an estimated $93.2K and bringing the position to 385,428 shares worth $7.56M. The position accounts for 3.75% of the portfolio, ranked #6.

Meriwether Wealth & Planning first reported a position in BSCR in Q1 2025 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Meriwether Wealth & Planning held 385,428 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $7.56M as of Q2 2026.
Meriwether Wealth & Planning bought 4,743 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $93.2K.
Invesco BulletShares 2027 Corporate Bond ETF made up 3.75% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #6 holding.
Meriwether Wealth & Planning first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.