Morris Financial Concepts’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Morris Financial Concepts’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	$199K	Hold	10,122	–	–	0.06%	141
2026 Q1	$199K	Hold	10,122	–	–	0.07%	138
2025 Q4	$200K	Hold	10,122	–	–	0.07%	135
2025 Q3	$200K	Hold	10,122	–	–	0.07%	138
2025 Q2	$199K	Hold	10,122	–	–	0.08%	137
2025 Q1	$198K	Hold	10,122	–	–	0.08%	133
2024 Q4	$197K	Hold	10,122	–	–	0.08%	125
2024 Q3	$200K	Buy	+10,122	New	+$198K	0.09%	121

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

Morris Financial Concepts's BSCR Position: Q2 2026 in Review

Morris Financial Concepts held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 10,122 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #141.

Morris Financial Concepts first reported a position in BSCR in Q3 2024 and has held it in 8 quarters since. The position peaked at $200K in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Morris Financial Concepts held 10,122 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $199K as of Q2 2026.
Morris Financial Concepts left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.06% of Morris Financial Concepts's portfolio in Q2 2026, its #141 holding.
Morris Financial Concepts first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Morris Financial Concepts's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $200K in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.