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

Modern 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	$1.1M	Buy	+55,969	New	+$1.1M	0.01%	498

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

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

Modern Wealth Management opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026: 55,969 shares worth $1.1M. The stake represents 0.01% of the portfolio and ranks #498 among its holdings.

403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Modern Wealth Management held 55,969 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.1M as of Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF was a new Modern Wealth Management position in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #498 holding.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.