RPg Family Wealth Advisory’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

RPg Family Wealth Advisory’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	$1.21M	Hold	61,668	–	–	0.2%	88
2026 Q1	$1.21M	Hold	61,668	–	–	0.25%	88
2025 Q4	$1.22M	Sell	61,668 -423	-0.7%	-$8.35K	0.27%	83
2025 Q3	$1.22M	Hold	62,091	–	–	0.27%	84
2025 Q2	$1.22M	Hold	62,091	–	–	0.32%	78
2025 Q1	$1.22M	Buy	62,091 +591	+1%	+$11.5K	0.35%	71
2024 Q4	$1.2M	Buy	+61,500	New	+$1.2M	0.42%	57
2022 Q2	–	Sell	-9,500	Closed	-$192K	–	106
2022 Q1	$192K	Hold	9,500	–	–	0.08%	106
2021 Q4	$205K	Hold	9,500	–	–	0.08%	115
2021 Q3	$207K	Hold	9,500	–	–	0.09%	119
2021 Q2	$208K	Buy	+9,500	New	+$208K	0.08%	125
2020 Q4	$213K	Hold	9,500	–	–	0.1%	112
2020 Q3	$209K	Hold	9,500	–	–	0.11%	111
2020 Q2	$207K	Buy	+9,500	New	+$200K	0.13%	110

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

RPg Family Wealth Advisory's BSCR Position: Q2 2026 in Review

RPg Family Wealth Advisory held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 61,668 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #88.

RPg Family Wealth Advisory first reported a position in BSCR in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.22M in Q3 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

RPg Family Wealth Advisory held 61,668 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.21M as of Q2 2026.
RPg Family Wealth Advisory left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.2% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #88 holding.
RPg Family Wealth Advisory first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2020 and has held it in 14 quarters since.
RPg Family Wealth Advisory's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.22M in Q3 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.