NWAG
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Net Worth Advisory Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Net Worth Advisory 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 		$470K Sell
23,936
-31,559
-57% -$620K 0.12% 188
2026
Q1 		$1.09M Buy
55,495
+4,938
+10% +$97.3K 0.23% 86
2025
Q4 		$998K Buy
50,557
+30,897
+157% +$610K 0.2% 88
2025
Q3 		$388K Sell
19,660
-14,139
-42% -$278K 0.11% 202
2025
Q2 		$664K Buy
33,799
+17,771
+111% +$348K 0.15% 150
2025
Q1 		$314K Buy
16,028
+1,690
+12% +$33K 0.1% 237
2024
Q4 		$279K Sell
14,338
-1,363
-9% -$26.6K 0.08% 274
2024
Q3 		$310K Buy
+15,701
New +$307K 0.09% 264

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Net Worth Advisory Group's BSCR Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 57% in Q2 2026, selling an estimated $620K and leaving 23,936 shares worth $470K. The position accounts for 0.12% of the portfolio, ranked #188.

Net Worth Advisory Group first reported a position in BSCR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q1 2026. 91 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Net Worth Advisory Group held 23,936 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $470K as of Q2 2026.
  • Net Worth Advisory Group sold 31,559 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $620K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.12% of Net Worth Advisory Group's portfolio in Q2 2026, its #188 holding.
  • Net Worth Advisory Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.09M in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.