Voisard Asset Management Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Voisard Asset 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	$631K	Buy	32,146 +59	+0.2%	+$1.16K	0.12%	58
2026 Q1	$630K	Buy	32,087 +21,655	+208%	+$427K	0.13%	54
2025 Q4	$206K	Buy	+10,432	New	+$206K	0.04%	97
2024 Q4	–	Sell	-5,467	Closed	-$108K	–	147
2024 Q3	$108K	Sell	5,467 -1,000	-15%	-$19.6K	0.04%	124
2024 Q2	$124K	Buy	6,467 +5,180	+402%	+$99.4K	0.06%	85
2024 Q1	$24.8K	Buy	+1,287	New	+$24.9K	0.01%	181

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

Voisard Asset Management Group's BSCR Position: Q2 2026 in Review

Voisard Asset Management Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.18% in Q2 2026, buying an estimated $1.16K and bringing the position to 32,146 shares worth $631K. The position accounts for 0.12% of the portfolio, ranked #58.

Voisard Asset Management Group first reported a position in BSCR in Q1 2024 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Voisard Asset Management Group held 32,146 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $631K as of Q2 2026.
Voisard Asset Management Group bought 59 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $1.16K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.12% of Voisard Asset Management Group's portfolio in Q2 2026, its #58 holding.
Voisard Asset Management Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 6 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.