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Sensible Money’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Sensible Money’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 		$535K Buy
27,273
+429
+2% +$8.43K 0.14% 46
2026
Q1 		$527K Buy
26,844
+103
+0.4% +$2.03K 0.16% 43
2025
Q4 		$528K Buy
26,741
+3,366
+14% +$66.4K 0.17% 39
2025
Q3 		$461K Buy
23,375
+449
+2% +$8.84K 0.16% 46
2025
Q2 		$450K Buy
22,926
+18
+0.1% +$353 0.17% 45
2025
Q1 		$449K Sell
22,908
-54
-0.2% -$1.05K 0.19% 42
2024
Q4 		$447K Buy
22,962
+604
+3% +$11.8K 0.2% 43
2024
Q3 		$441K Buy
22,358
+1,019
+5% +$19.9K 0.19% 45
2024
Q2 		$410K Buy
21,339
+1,454
+7% +$27.9K 0.2% 47
2024
Q1 		$384K Buy
19,885
+1,003
+5% +$19.4K 0.21% 45
2023
Q4 		$367K Buy
18,882
+247
+1% +$4.68K 0.22% 43
2023
Q3 		$349K Buy
18,635
+575
+3% +$10.9K 0.25% 40
2023
Q2 		$344K Buy
18,060
+5,175
+40% +$99.5K 0.25% 47
2023
Q1 		$249K Sell
12,885
-278
-2% -$5.33K 0.21% 58
2022
Q4 		$250K Buy
+13,163
New +$248K 0.27% 55

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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

Sensible Money's BSCR Position: Q2 2026 in Review

Sensible Money increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.6% in Q2 2026, buying an estimated $8.43K and bringing the position to 27,273 shares worth $535K. The position accounts for 0.14% of the portfolio, ranked #46.

Sensible Money first reported a position in BSCR in Q4 2022 and has held it in 15 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Sensible Money held 27,273 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $535K as of Q2 2026.
  • Sensible Money bought 429 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $8.43K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.14% of Sensible Money's portfolio in Q2 2026, its #46 holding.
  • Sensible Money first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.