Opulen Financial Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Opulen Financial 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	$2.48M	Buy	126,283 +2,955	+2%	+$58.1K	1.56%	16
2026 Q1	$2.42M	Buy	123,328 +9,911	+9%	+$195K	1.7%	15
2025 Q4	$2.24M	Buy	113,417 +2,060	+2%	+$40.6K	1.63%	16
2025 Q3	$2.19M	Buy	111,357 +6,288	+6%	+$124K	1.66%	16
2025 Q2	$2.06M	Buy	105,069 +5,680	+6%	+$111K	1.69%	15
2025 Q1	$1.95M	Buy	99,389 +5,119	+5%	+$99.9K	1.77%	15
2024 Q4	$1.84M	Buy	+94,270	New	+$1.84M	1.67%	16

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

Opulen Financial Group's BSCR Position: Q2 2026 in Review

Opulen Financial Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.4% in Q2 2026, buying an estimated $58.1K and bringing the position to 126,283 shares worth $2.48M. The position accounts for 1.56% of the portfolio, ranked #16.

Opulen Financial Group first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Opulen Financial Group held 126,283 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $2.48M as of Q2 2026.
Opulen Financial Group bought 2,955 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $58.1K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.56% of Opulen Financial Group's portfolio in Q2 2026, its #16 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.