Nalls Sherbakoff Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Nalls Sherbakoff Group’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	$337K	Buy	17,187 +63	+0.4%	+$1.24K	0.24%	65
2026 Q1	$336K	Sell	17,124 -836	-5%	-$16.5K	0.25%	68
2025 Q4	$355K	Sell	17,960 -518	-3%	-$10.2K	0.26%	62
2025 Q3	$364K	Sell	18,478 -967	-5%	-$19K	0.25%	61
2025 Q2	$382K	Buy	19,445 +65	+0.3%	+$1.27K	0.28%	62
2025 Q1	$380K	Buy	+19,380	New	+$378K	0.31%	56
2023 Q4	$79.6K	Buy	4,089 +2,826	+224%	+$53.6K	0.07%	131
2023 Q3	$23.7K	Buy	+1,263	New	+$23.9K	0.02%	214

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

Nalls Sherbakoff Group's BSCR Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.37% in Q2 2026, buying an estimated $1.24K and bringing the position to 17,187 shares worth $337K. The position accounts for 0.24% of the portfolio, ranked #65.

Nalls Sherbakoff Group first reported a position in BSCR in Q3 2023 and has held it in 8 quarters since. The position peaked at $382K in Q2 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Nalls Sherbakoff Group held 17,187 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $337K as of Q2 2026.
Nalls Sherbakoff Group bought 63 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $1.24K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.24% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #65 holding.
Nalls Sherbakoff Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $382K in Q2 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.