Pacific Wealth Strategies Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Pacific Wealth Strategies 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	$3.66M	Buy	186,786 +28,850	+18%	+$567K	2.11%	13
2026 Q1	$3.1M	Buy	157,936 +8,555	+6%	+$169K	1.93%	13
2025 Q4	$2.95M	Buy	149,381 +57,429	+62%	+$1.13M	1.67%	13
2025 Q3	$1.81M	Buy	91,952 +5,333	+6%	+$105K	1.11%	18
2025 Q2	$1.7M	Buy	86,619 +63,641	+277%	+$1.25M	1.11%	19
2025 Q1	$450K	Buy	+22,978	New	+$449K	0.33%	41

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Pacific Wealth Strategies Group's BSCR Position: Q2 2026 in Review

Pacific Wealth Strategies Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 18% in Q2 2026, buying an estimated $567K and bringing the position to 186,786 shares worth $3.66M. The position accounts for 2.11% of the portfolio, ranked #13.

Pacific Wealth Strategies Group first reported a position in BSCR in Q1 2025 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Pacific Wealth Strategies Group held 186,786 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.66M as of Q2 2026.
Pacific Wealth Strategies Group bought 28,850 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $567K.
Invesco BulletShares 2027 Corporate Bond ETF made up 2.11% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #13 holding.
Pacific Wealth Strategies Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
245 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.