Rialto Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Rialto Wealth Management’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	$225K	Hold	11,465	–	–	0.04%	162
2026 Q1	$225K	Sell	11,465 -672	-6%	-$13.2K	0.05%	146
2025 Q4	$240K	Sell	12,137 -166	-1%	-$3.28K	0.06%	146
2025 Q3	$242K	Buy	12,303 +401	+3%	+$7.89K	0.06%	138
2025 Q2	$234K	Hold	11,902	–	–	0.07%	137
2025 Q1	$233K	Sell	11,902 -605	-5%	-$11.8K	0.07%	137
2024 Q4	$244K	Buy	+12,507	New	+$244K	0.08%	138

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

Rialto Wealth Management's BSCR Position: Q2 2026 in Review

Rialto Wealth Management held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 11,465 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #162.

Rialto Wealth Management first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $244K in Q4 2024. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Rialto Wealth Management held 11,465 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $225K as of Q2 2026.
Rialto Wealth Management left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.04% of Rialto Wealth Management's portfolio in Q2 2026, its #162 holding.
Rialto Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $244K in Q4 2024.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.