VestGen Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

VestGen Advisors’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	$2.86M	Sell	146,011 -322	-0.2%	-$6.33K	0.08%	235
2026 Q1	$2.88M	Buy	146,333 +12,405	+9%	+$245K	0.08%	233
2025 Q4	$2.64M	Sell	133,928 -247,591	-65%	-$4.89M	0.11%	189
2025 Q3	$7.52M	Buy	381,519 +18,874	+5%	+$372K	0.25%	89
2025 Q2	$7.14M	Buy	362,645 +20,244	+6%	+$397K	0.28%	80
2025 Q1	$6.71M	Buy	+342,401	New	+$6.68M	0.31%	75

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

VestGen Advisors's BSCR Position: Q2 2026 in Review

VestGen Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.22% in Q2 2026, selling an estimated $6.33K and leaving 146,011 shares worth $2.86M. The position accounts for 0.08% of the portfolio, ranked #235.

VestGen Advisors first reported a position in BSCR in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.52M in Q3 2025. 404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

VestGen Advisors held 146,011 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $2.86M as of Q2 2026.
VestGen Advisors sold 322 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $6.33K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.08% of VestGen Advisors's portfolio in Q2 2026, its #235 holding.
VestGen Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $7.52M in Q3 2025.
404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.