Savvy Advisors Inc’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Savvy Advisors Inc’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	$3.81M	Buy	194,334 +129,478	+200%	+$2.54M	0.08%	194
2026 Q1	$1.27M	Buy	64,856 +16,956	+35%	+$334K	0.03%	371
2025 Q4	$946K	Buy	47,900 +4,097	+9%	+$80.8K	0.03%	374
2025 Q3	$863K	Sell	43,803 -378	-0.9%	-$7.44K	0.04%	297
2025 Q2	$868K	Buy	+44,181	New	+$866K	0.06%	239

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

Savvy Advisors Inc's BSCR Position: Q2 2026 in Review

Savvy Advisors Inc increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 200% in Q2 2026, buying an estimated $2.54M and bringing the position to 194,334 shares worth $3.81M. The position accounts for 0.08% of the portfolio, ranked #194.

Savvy Advisors Inc first reported a position in BSCR in Q2 2025 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Savvy Advisors Inc held 194,334 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.81M as of Q2 2026.
Savvy Advisors Inc bought 129,478 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $2.54M.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q2 2026, its #194 holding.
Savvy Advisors Inc first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.