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

Noble Wealth Management PBC’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	–	Sell	-250	Closed	-$4.91K	–	782
2026 Q1	$4.91K	Sell	250 -250	-50%	-$4.93K	﹤0.01%	512
2025 Q4	$9.87K	Hold	500	–	–	0.01%	461
2025 Q3	$9.86K	Buy	+500	New	+$9.84K	0.01%	442
2025 Q1	$9.79K	Hold	500	–	–	0.01%	379
2024 Q4	$9.74K	Buy	+500	New	+$9.77K	0.01%	348

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

Noble Wealth Management PBC's BSCR Position: Q2 2026 in Review

Noble Wealth Management PBC sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026, closing a stake of 250 shares — an estimated $4.91K sold.

Noble Wealth Management PBC first reported a position in BSCR in Q4 2024 and held it in 5 quarters. The position peaked at $9.87K in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Noble Wealth Management PBC reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Noble Wealth Management PBC sold 250 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $4.91K.
Noble Wealth Management PBC first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Noble Wealth Management PBC's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $9.87K in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.