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

WCG Wealth 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	$208K	Sell	10,623 -593	-5%	-$11.7K	0.01%	519
2025 Q4	$221K	Buy	11,216 +167	+2%	+$3.29K	0.01%	503
2025 Q3	$218K	Sell	11,049 -953	-8%	-$18.8K	0.01%	330
2025 Q2	$236K	Sell	12,002 -28	-0.2%	-$549	0.02%	325
2025 Q1	$236K	Sell	12,030 -901	-7%	-$17.6K	0.02%	275
2024 Q4	$252K	Sell	12,931 -438	-3%	-$8.56K	0.02%	290
2024 Q3	$264K	Buy	13,369 +178	+1%	+$3.48K	0.02%	302
2024 Q2	$254K	Buy	+13,191	New	+$253K	0.02%	270
2024 Q1	–	Sell	-19,198	Closed	-$373K	–	260
2023 Q4	$373K	Buy	+19,198	New	+$364K	0.03%	271

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WCG Wealth Advisors's BSCR Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 5.3% in Q1 2026, selling an estimated $11.7K and leaving 10,623 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #519.

WCG Wealth Advisors first reported a position in BSCR in Q4 2023 and has held it in 9 quarters since. The position peaked at $373K in Q4 2023. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

WCG Wealth Advisors held 10,623 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $208K as of Q1 2026.
WCG Wealth Advisors sold 593 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $11.7K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #519 holding.
WCG Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
WCG Wealth Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $373K in Q4 2023.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.