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

Sax Wealth Advisors’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 		$865K Buy
44,059
+3,520
+9% +$69.2K 0.04% 250
2026
Q1 		$800K Hold
40,539
– – 0.04% 223
2025
Q4 		$800K Buy
40,539
+543
+1% +$10.7K 0.04% 228
2025
Q3 		$788K Buy
39,996
+1,851
+5% +$36.4K 0.04% 209
2025
Q2 		$750K Buy
38,145
+10,042
+36% +$197K 0.05% 207
2025
Q1 		$551K Buy
28,103
+3,116
+12% +$60.8K 0.04% 204
2024
Q4 		$487K Buy
24,987
+185
+0.7% +$3.62K 0.04% 196
2024
Q3 		$489K Buy
24,802
+9,337
+60% +$183K 0.04% 160
2024
Q2 		$297K Buy
+15,465
New +$297K 0.03% 208

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Sax Wealth Advisors's BSCR Position: Q2 2026 in Review

Sax Wealth Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 8.7% in Q2 2026, buying an estimated $69.2K and bringing the position to 44,059 shares worth $865K. The position accounts for 0.04% of the portfolio, ranked #250.

Sax Wealth Advisors first reported a position in BSCR in Q2 2024 and has held it in 9 quarters since. 116 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Sax Wealth Advisors held 44,059 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $865K as of Q2 2026.
  • Sax Wealth Advisors bought 3,520 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $69.2K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #250 holding.
  • Sax Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 116 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.