Three Cord True Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Three Cord True 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	$213K	Buy	10,862 +6	+0.1%	+$118	0.1%	39
2026 Q1	$213K	Buy	+10,856	New	+$214K	0.12%	37

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

Three Cord True Wealth Management's BSCR Position: Q2 2026 in Review

Three Cord True Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.06% in Q2 2026, buying an estimated $118 and bringing the position to 10,862 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #39.

Three Cord True Wealth Management first reported a position in BSCR in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Three Cord True Wealth Management held 10,862 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $213K as of Q2 2026.
Three Cord True Wealth Management bought 6 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $118.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.1% of Three Cord True Wealth Management's portfolio in Q2 2026, its #39 holding.
Three Cord True Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Three Cord True Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.