RMR Wealth Builders’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

RMR Wealth Builders’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	$272K	Sell	13,865 -6,836	-33%	-$134K	0.02%	263
2026 Q1	$406K	Buy	20,701 +338	+2%	+$6.66K	0.03%	200
2025 Q4	$402K	Buy	+20,363	New	+$402K	0.03%	199

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

RMR Wealth Builders's BSCR Position: Q2 2026 in Review

RMR Wealth Builders reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 33% in Q2 2026, selling an estimated $134K and leaving 13,865 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #263.

RMR Wealth Builders first reported a position in BSCR in Q4 2025 and has held it in 3 quarters since. The position peaked at $406K in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

RMR Wealth Builders held 13,865 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $272K as of Q2 2026.
RMR Wealth Builders sold 6,836 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $134K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #263 holding.
RMR Wealth Builders first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
RMR Wealth Builders's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $406K in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.