Silverlake Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Silverlake Wealth Management’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	$3.29M	Buy	167,499 +12,621	+8%	+$248K	0.62%	35
2026 Q1	$3.04M	Buy	154,878 +18,556	+14%	+$366K	0.63%	32
2025 Q4	$2.69M	Buy	136,322 +7,749	+6%	+$153K	0.6%	35
2025 Q3	$2.53M	Buy	128,573 +263	+0.2%	+$5.18K	0.62%	35
2025 Q2	$2.52M	Sell	128,310 -886	-0.7%	-$17.4K	0.73%	27
2025 Q1	$2.53M	Buy	129,196 +17,363	+16%	+$339K	0.96%	22
2024 Q4	$2.18M	Buy	111,833 +24,848	+29%	+$486K	0.83%	25
2024 Q3	$1.72M	Buy	86,985 +21,134	+32%	+$413K	0.65%	42
2024 Q2	$1.27M	Buy	65,851 +7,420	+13%	+$142K	0.52%	50
2024 Q1	$1.13M	Buy	58,431 +17,569	+43%	+$339K	0.57%	42
2023 Q4	$795K	Buy	40,862 +16,038	+65%	+$304K	0.44%	61
2023 Q3	$465K	Sell	24,824 -1,170	-5%	-$22.2K	0.26%	102
2023 Q2	$495K	Buy	25,994 +57	+0.2%	+$1.1K	0.27%	89
2023 Q1	$501K	Buy	25,937 +2,044	+9%	+$39.2K	0.3%	79
2022 Q4	$454K	Buy	23,893 +36	+0.2%	+$679	0.28%	86
2022 Q3	$444K	Buy	23,857 +1,264	+6%	+$24.5K	0.3%	84
2022 Q2	$438K	Buy	22,593 +26	+0.1%	+$509	0.29%	89
2022 Q1	$456K	Buy	22,567 +23	+0.1%	+$478	0.26%	97
2021 Q4	$486K	Buy	+22,544	New	+$487K	0.26%	97

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

Silverlake Wealth Management's BSCR Position: Q2 2026 in Review

Silverlake Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 8.1% in Q2 2026, buying an estimated $248K and bringing the position to 167,499 shares worth $3.29M. The position accounts for 0.62% of the portfolio, ranked #35.

Silverlake Wealth Management first reported a position in BSCR in Q4 2021 and has held it in 19 quarters since. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Silverlake Wealth Management held 167,499 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.29M as of Q2 2026.
Silverlake Wealth Management bought 12,621 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $248K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.62% of Silverlake Wealth Management's portfolio in Q2 2026, its #35 holding.
Silverlake Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.