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

RVW Wealth’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 		$1.51M Buy
77,469
+63,426
+452% +$1.24M 0.1% 70
2026
Q2 		$275K Sell
14,043
-15,313
-52% -$301K 0.02% 157
2026
Q1 		$576K Buy
29,356
+16,259
+124% +$321K 0.04% 102
2025
Q4 		$259K Sell
13,097
-2,391
-15% -$47.2K 0.02% 155
2025
Q3 		$305K Sell
15,488
-2,208
-12% -$43.5K 0.02% 143
2025
Q2 		$348K Buy
17,696
+1,063
+6% +$20.8K 0.03% 126
2025
Q1 		$326K Hold
16,633
– – 0.03% 124
2024
Q4 		$324K Buy
16,633
+497
+3% +$9.71K 0.03% 118
2024
Q3 		$318K Hold
16,136
– – 0.03% 119
2024
Q2 		$310K Buy
16,136
+520
+3% +$9.98K 0.03% 118
2024
Q1 		$301K Hold
15,616
– – 0.03% 117
2023
Q4 		$304K Buy
15,616
+3,843
+33% +$72.8K 0.03% 113
2023
Q3 		$221K Hold
11,773
– – 0.03% 132
2023
Q2 		$224K Hold
11,773
– – 0.03% 146
2023
Q1 		$227K Hold
11,773
– – 0.03% 140
2022
Q4 		$224K Sell
11,773
-14,818
-56% -$279K 0.03% 140
2022
Q3 		$495K Sell
26,591
-4,471
-14% -$86.7K 0.07% 95
2022
Q2 		$602K Buy
31,062
+4,650
+18% +$91.1K 0.08% 87
2022
Q1 		$534K Hold
26,412
– – 0.06% 88
2021
Q4 		$569K Buy
+26,412
New +$571K 0.06% 89

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RVW Wealth's BSCR Position: Q3 2026 in Review

RVW Wealth increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 452% in Q3 2026, buying an estimated $1.24M and bringing the position to 77,469 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #70.

RVW Wealth first reported a position in BSCR in Q4 2021 and has held it in 20 quarters since. 39 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

  • RVW Wealth held 77,469 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.51M as of Q3 2026.
  • RVW Wealth bought 63,426 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $1.24M.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.1% of RVW Wealth's portfolio in Q3 2026, its #70 holding.
  • RVW Wealth first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 39 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.