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SJS Investment Consulting’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

SJS Investment Consulting’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 		$874K Buy
44,583
+12,709
+40% +$250K 0.1% 61
2026
Q1 		$626K Buy
31,874
+10,582
+50% +$209K 0.08% 68
2025
Q4 		$420K Buy
21,292
+6,328
+42% +$125K 0.05% 87
2025
Q3 		$295K Buy
14,964
+10,118
+209% +$199K 0.04% 107
2025
Q2 		$95.2K Hold
4,846
– – 0.02% 136
2025
Q1 		$94.9K Hold
4,846
– – 0.02% 141
2024
Q4 		$94.4K Buy
4,846
+1,533
+46% +$30K 0.02% 140
2024
Q3 		$65.3K Hold
3,313
– – 0.01% 177
2024
Q2 		$63.7K Hold
3,313
– – 0.01% 159
2024
Q1 		$63.9K Hold
3,313
– – 0.01% 169
2023
Q4 		$64.5K Hold
3,313
– – 0.01% 149
2023
Q3 		$62.1K Hold
3,313
– – 0.02% 142
2023
Q2 		$63K Buy
3,313
+1,888
+132% +$36.3K 0.02% 137
2023
Q1 		$27.5K Hold
1,425
– – 0.01% 196
2022
Q4 		$27.1K Hold
1,425
– – 0.01% 203
2022
Q3 		$27K Buy
+1,425
New +$27.6K 0.01% 206
2022
Q1 		$29K Hold
1,425
– – 0.01% 244
2021
Q4 		$31K Buy
+1,425
New +$30.8K 0.01% 217

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 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

SJS Investment Consulting's BSCR Position: Q2 2026 in Review

SJS Investment Consulting increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 40% in Q2 2026, buying an estimated $250K and bringing the position to 44,583 shares worth $874K. The position accounts for 0.1% of the portfolio, ranked #61.

SJS Investment Consulting first reported a position in BSCR in Q4 2021 and has held it in 18 quarters since. 181 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • SJS Investment Consulting held 44,583 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $874K as of Q2 2026.
  • SJS Investment Consulting bought 12,709 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $250K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.1% of SJS Investment Consulting's portfolio in Q2 2026, its #61 holding.
  • SJS Investment Consulting first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 181 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.