MONECO Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

MONECO Advisors’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	$26.9M	Buy	1,370,872 +62,392	+5%	+$1.23M	2.09%	6
2025 Q4	$25.8M	Buy	1,308,480 +66,614	+5%	+$1.31M	2.05%	7
2025 Q3	$24.5M	Buy	1,241,866 +156,780	+14%	+$3.09M	2.04%	8
2025 Q2	$21.3M	Buy	1,085,086 +146,322	+16%	+$2.87M	1.98%	9
2025 Q1	$18.4M	Buy	938,764 +272,243	+41%	+$5.32M	1.9%	9
2024 Q4	$13M	Buy	666,521 +254,340	+62%	+$4.97M	1.37%	15
2024 Q3	$8.13M	Buy	412,181 +210,241	+104%	+$4.11M	1.01%	24
2024 Q2	$3.88M	Buy	201,940 +117,551	+139%	+$2.26M	0.57%	44
2024 Q1	$1.63M	Buy	84,389 +43,732	+108%	+$845K	0.26%	106
2023 Q4	$791K	Buy	40,657 +14,751	+57%	+$280K	0.15%	160
2023 Q3	$485K	Buy	25,906 +9,640	+59%	+$183K	0.13%	183
2023 Q2	$309K	Buy	+16,266	New	+$313K	0.08%	248

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

MONECO Advisors's BSCR Position: Q1 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 4.8% in Q1 2026, buying an estimated $1.23M and bringing the position to 1,370,872 shares worth $26.9M. The position accounts for 2.09% of the portfolio, ranked #6.

MONECO Advisors first reported a position in BSCR in Q2 2023 and has held it in 12 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

MONECO Advisors held 1,370,872 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $26.9M as of Q1 2026.
MONECO Advisors bought 62,392 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $1.23M.
Invesco BulletShares 2027 Corporate Bond ETF made up 2.09% of MONECO Advisors's portfolio in Q1 2026, its #6 holding.
MONECO Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.