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 Q2	$3.6M	Buy	183,336 +4,249	+2%	+$83.5K	0.02%	544
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 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

Waverly Advisors's BSCR Position: Q2 2026 in Review

Waverly Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.4% in Q2 2026, buying an estimated $83.5K and bringing the position to 183,336 shares worth $3.6M. The position accounts for 0.02% of the portfolio, ranked #544.

Waverly Advisors first reported a position in BSCR in Q2 2024 and has held it in 9 quarters since. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Waverly Advisors held 183,336 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.6M as of Q2 2026.
Waverly Advisors bought 4,249 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $83.5K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #544 holding.
Waverly Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.