Onyx Bridge Wealth Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Onyx Bridge Wealth 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	$441K	Sell	22,502 -448	-2%	-$8.8K	0.04%	256
2026 Q1	$450K	Sell	22,950 -1,303	-5%	-$25.7K	0.05%	235
2025 Q4	$479K	Sell	24,253 -436	-2%	-$8.6K	0.05%	226
2025 Q3	$487K	Buy	24,689 +271	+1%	+$5.33K	0.05%	220
2025 Q2	$480K	Buy	24,418 +244	+1%	+$4.78K	0.06%	173
2025 Q1	$474K	Sell	24,174 -1,889	-7%	-$36.9K	0.07%	160
2024 Q4	$508K	Sell	26,063 -4,665	-15%	-$91.1K	0.07%	154
2024 Q3	$606K	Buy	30,728 +323	+1%	+$6.32K	0.09%	141
2024 Q2	$584K	Sell	30,405 -2,500	-8%	-$48K	0.1%	134
2024 Q1	$627K	Sell	32,905 -2,806	-8%	-$54.2K	0.11%	124
2023 Q4	$695K	Sell	35,711 -1,615	-4%	-$30.6K	0.14%	104
2023 Q3	$699K	Buy	37,326 +15,744	+73%	+$298K	0.16%	100
2023 Q2	$411K	Buy	+21,582	New	+$415K	0.1%	145

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

Onyx Bridge Wealth Group's BSCR Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2% in Q2 2026, selling an estimated $8.8K and leaving 22,502 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #256.

Onyx Bridge Wealth Group first reported a position in BSCR in Q2 2023 and has held it in 13 quarters since. The position peaked at $699K in Q3 2023. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Onyx Bridge Wealth Group held 22,502 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $441K as of Q2 2026.
Onyx Bridge Wealth Group sold 448 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $8.8K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #256 holding.
Onyx Bridge Wealth Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Onyx Bridge Wealth Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $699K in Q3 2023.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.