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RIA Advisory Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

RIA Advisory 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 		$232K Buy
11,839
+186
+2% +$3.65K 0.05% 134
2026
Q1 		$229K Buy
+11,653
New +$230K 0.05% 129

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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

RIA Advisory Group's BSCR Position: Q2 2026 in Review

RIA Advisory Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.6% in Q2 2026, buying an estimated $3.65K and bringing the position to 11,839 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #134.

RIA Advisory Group first reported a position in BSCR in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • RIA Advisory Group held 11,839 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $232K as of Q2 2026.
  • RIA Advisory Group bought 186 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $3.65K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.05% of RIA Advisory Group's portfolio in Q2 2026, its #134 holding.
  • RIA Advisory Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.