Vermillion & White Wealth Management Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Vermillion & White Wealth Management Group’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	$771K	Buy	39,306 +327	+0.8%	+$6.42K	0.39%	26
2026 Q1	$765K	Sell	38,979 -1,456	-4%	-$28.7K	0.44%	26
2025 Q4	$801K	Buy	40,435 +5,086	+14%	+$100K	0.44%	24
2025 Q3	$697K	Hold	35,349	–	–	0.4%	24
2025 Q2	$695K	Sell	35,349 -13,375	-27%	-$262K	0.45%	23
2025 Q1	$955K	Sell	48,724 -886	-2%	-$17.3K	0.69%	20
2024 Q4	$966K	Hold	49,610	–	–	0.71%	27
2024 Q3	$978K	Hold	49,610	–	–	0.72%	28
2024 Q2	$954K	Hold	49,610	–	–	0.72%	28
2024 Q1	$957K	Buy	+49,610	New	+$959K	0.76%	26

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

Vermillion & White Wealth Management Group's BSCR Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.84% in Q2 2026, buying an estimated $6.42K and bringing the position to 39,306 shares worth $771K. The position accounts for 0.39% of the portfolio, ranked #26.

Vermillion & White Wealth Management Group first reported a position in BSCR in Q1 2024 and has held it in 10 quarters since. The position peaked at $978K in Q3 2024. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Vermillion & White Wealth Management Group held 39,306 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $771K as of Q2 2026.
Vermillion & White Wealth Management Group bought 327 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $6.42K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.39% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #26 holding.
Vermillion & White Wealth Management Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Vermillion & White Wealth Management Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $978K in Q3 2024.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.