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SMI Advisory Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

SMI Advisory Services’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 		$507K Buy
25,805
+1,785
+7% +$35.1K 0.08% 41
2026
Q1 		$472K Buy
24,020
+1,561
+7% +$30.8K 0.08% 44
2025
Q4 		$443K Buy
22,459
+6,540
+41% +$129K 0.08% 39
2025
Q3 		$314K Buy
15,919
+95
+0.6% +$1.87K 0.06% 38
2025
Q2 		$311K Buy
15,824
+1,528
+11% +$29.9K 0.06% 40
2025
Q1 		$279K Buy
14,296
+160
+1% +$3.12K 0.06% 31
2024
Q4 		$275K Buy
+14,136
New +$276K 0.06% 45

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
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
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

SMI Advisory Services's BSCR Position: Q2 2026 in Review

SMI Advisory Services increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 7.4% in Q2 2026, buying an estimated $35.1K and bringing the position to 25,805 shares worth $507K. The position accounts for 0.08% of the portfolio, ranked #41.

SMI Advisory Services first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • SMI Advisory Services held 25,805 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $507K as of Q2 2026.
  • SMI Advisory Services bought 1,785 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $35.1K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.08% of SMI Advisory Services's portfolio in Q2 2026, its #41 holding.
  • SMI Advisory Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.