Sound Income Strategies’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Sound Income Strategies’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	–	Sell	-402	Closed	-$7.89K	–	731
2026 Q1	$7.89K	Hold	402	–	–	﹤0.01%	1625
2025 Q4	$7.94K	Buy	402 +225	+127%	+$4.44K	﹤0.01%	1602
2025 Q3	$3.49K	Hold	177	–	–	﹤0.01%	1251
2025 Q2	$3.48K	Sell	177 -447	-72%	-$8.76K	﹤0.01%	1177
2025 Q1	$12.2K	Buy	+624	New	+$12.2K	﹤0.01%	848

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

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Sound Income Strategies's BSCR Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026, closing a stake of 402 shares — an estimated $7.89K sold.

Sound Income Strategies first reported a position in BSCR in Q1 2025 and held it in 5 quarters. The position peaked at $12.2K in Q1 2025. 351 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Sound Income Strategies reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 402 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $7.89K.
Sound Income Strategies first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and held it in 5 quarters.
Sound Income Strategies's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $12.2K in Q1 2025.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.