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

Wealth Advisors of Iowa’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	$270K	Buy	13,745 +10	+0.1%	+$196	0.07%	77
2026 Q1	$270K	Sell	13,735 -153	-1%	-$3.02K	0.08%	77
2025 Q4	$274K	Sell	13,888 -298	-2%	-$5.88K	0.09%	71
2025 Q3	$280K	Sell	14,186 -443	-3%	-$8.72K	0.1%	66
2025 Q2	$287K	Buy	14,629 +1,812	+14%	+$35.5K	0.11%	57
2025 Q1	$251K	Buy	+12,817	New	+$250K	0.11%	62

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

Wealth Advisors of Iowa's BSCR Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.07% in Q2 2026, buying an estimated $196 and bringing the position to 13,745 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #77.

Wealth Advisors of Iowa first reported a position in BSCR in Q1 2025 and has held it in 6 quarters since. The position peaked at $287K in Q2 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Wealth Advisors of Iowa held 13,745 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $270K as of Q2 2026.
Wealth Advisors of Iowa bought 10 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $196.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.07% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #77 holding.
Wealth Advisors of Iowa first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Advisors of Iowa's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $287K in Q2 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.