Van Hulzen Asset Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Van Hulzen Asset 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	$227K	Buy	+11,578	New	+$227K	0.02%	359
2025 Q1	–	Sell	-1,300	Closed	-$25.3K	–	401
2024 Q4	$25.3K	Buy	+1,300	New	+$25.4K	﹤0.01%	643

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

Van Hulzen Asset Management's BSCR Position: Q2 2026 in Review

Van Hulzen Asset Management opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026: 11,578 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #359 among its holdings. This is a return to the name: Van Hulzen Asset Management previously reported a position in BSCR as recently as Q4 2024.

Van Hulzen Asset Management first reported a position in BSCR in Q4 2024 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Van Hulzen Asset Management held 11,578 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $227K as of Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF was a new Van Hulzen Asset Management position in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #359 holding.
Van Hulzen Asset Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.