Phillip James Consulting’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Phillip James Consulting’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 Q3	$420K	Buy	+21,486	New	+$421K	0.28%	52

Other funds holding BSCR

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

SNS Financial Group Minneapolis, Minnesota $3.53B AUM 15.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

R.M. Davis Inc Portland, Maine $6.46B AUM 24.04% 1-Year Est. Return

Phillip James Consulting's BSCR Position: Q3 2026 in Review

Phillip James Consulting opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2026: 21,486 shares worth $420K. The stake represents 0.28% of the portfolio and ranks #52 among its holdings.

361 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

Phillip James Consulting held 21,486 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $420K as of Q3 2026.
Invesco BulletShares 2027 Corporate Bond ETF was a new Phillip James Consulting position in Q3 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.28% of Phillip James Consulting's portfolio in Q3 2026, its #52 holding.
361 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.