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

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

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. 405 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.
405 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.