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 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

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

RVW Wealth's BSCR Position: Q2 2026 in Review

RVW Wealth reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 52% in Q2 2026, selling an estimated $301K and leaving 14,043 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #157.

RVW Wealth first reported a position in BSCR in Q4 2021 and has held it in 19 quarters since. The position peaked at $602K in Q2 2022. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

RVW Wealth held 14,043 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $275K as of Q2 2026.
RVW Wealth sold 15,313 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $301K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #157 holding.
RVW Wealth first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
RVW Wealth's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $602K in Q2 2022.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.