Strategic Family Wealth Counselors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Strategic Family Wealth Counselors’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 Q1	$1.57M	Buy	79,879 +5,312	+7%	+$105K	0.41%	52
2025 Q4	$1.47M	Buy	74,567 +25,657	+52%	+$506K	0.33%	63
2025 Q3	$964K	Buy	48,910 +17,045	+53%	+$336K	0.25%	66
2025 Q2	$626K	Buy	31,865 +18,013	+130%	+$353K	0.18%	79
2025 Q1	$271K	Buy	+13,852	New	+$270K	0.09%	119
2024 Q4	–	Sell	-27,548	Closed	-$543K	–	138
2024 Q3	$543K	Buy	+27,548	New	+$539K	0.19%	75

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Strategic Family Wealth Counselors's BSCR Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 7.1% in Q1 2026, buying an estimated $105K and bringing the position to 79,879 shares worth $1.57M. The position accounts for 0.41% of the portfolio, ranked #52.

Strategic Family Wealth Counselors first reported a position in BSCR in Q3 2024 and has held it in 6 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Strategic Family Wealth Counselors held 79,879 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.57M as of Q1 2026.
Strategic Family Wealth Counselors bought 5,312 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $105K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.41% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #52 holding.
Strategic Family Wealth Counselors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2024 and has held it in 6 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.