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

Waverly 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
Q1 		$3.51M Buy
179,087
+5,193
+3% +$102K 0.03% 502
2025
Q4 		$3.43M Buy
173,894
+24,466
+16% +$483K 0.03% 462
2025
Q3 		$2.95M Buy
149,428
+14,282
+11% +$281K 0.03% 423
2025
Q2 		$2.66M Buy
135,146
+7,621
+6% +$149K 0.03% 433
2025
Q1 		$2.5M Buy
127,525
+1,198
+0.9% +$23.4K 0.03% 431
2024
Q4 		$2.46M Buy
126,327
+110,791
+713% +$2.16M 0.04% 341
2024
Q3 		$306K Buy
15,536
+4,058
+35% +$79.3K 0.01% 679
2024
Q2 		$221K Buy
+11,478
New +$220K ﹤0.01% 744

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Waverly Advisors's BSCR Position: Q1 2026 in Review

Waverly Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 3% in Q1 2026, buying an estimated $102K and bringing the position to 179,087 shares worth $3.51M. The position accounts for 0.03% of the portfolio, ranked #502.

Waverly Advisors first reported a position in BSCR in Q2 2024 and has held it in 8 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Waverly Advisors held 179,087 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.51M as of Q1 2026.
  • Waverly Advisors bought 5,193 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $102K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #502 holding.
  • Waverly Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.