Tyler-Stone Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Tyler-Stone 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
2025 Q2	$924K	Buy	47,010 +990	+2%	+$19.4K	0.15%	126
2025 Q1	$902K	Buy	46,020 +24,115	+110%	+$471K	0.16%	119
2024 Q4	$427K	Buy	21,905 +15	+0.1%	+$293	0.08%	210
2024 Q3	$432K	Buy	21,890 +20,200	+1,195%	+$395K	0.08%	202
2024 Q2	$32.5K	Buy	1,690 +990	+141%	+$19K	0.01%	437
2024 Q1	$13.5K	Hold	700	–	–	0.01%	600
2023 Q4	$13.6K	Buy	+700	New	+$13.3K	0.01%	579

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

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

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

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

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

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

AWM

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

Tyler-Stone Wealth Management's BSCR Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.2% in Q2 2025, buying an estimated $19.4K and bringing the position to 47,010 shares worth $924K. The position accounts for 0.15% of the portfolio, ranked #126.

Tyler-Stone Wealth Management first reported a position in BSCR in Q4 2023 and has held it in 7 quarters since. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

Tyler-Stone Wealth Management held 47,010 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $924K as of Q2 2025.
Tyler-Stone Wealth Management bought 990 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $19.4K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.15% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #126 holding.
Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.