Wealth Enhancement Advisory Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Wealth Enhancement Advisory Services’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	$2.16M	Sell	109,938 -4,115	-4%	-$80.8K	﹤0.01%	1522
2026 Q1	$2.24M	Sell	114,053 -99,321	-47%	-$1.96M	﹤0.01%	1332
2025 Q4	$4.21M	Buy	213,374 +2,364	+1%	+$46.6K	0.01%	1103
2025 Q3	$4.17M	Buy	211,010 +487	+0.2%	+$9.59K	0.01%	1035
2025 Q2	$4.14M	Sell	210,523 -1,382	-0.7%	-$27.1K	0.01%	986
2025 Q1	$4.15M	Buy	211,905 +20,233	+11%	+$395K	0.01%	900
2024 Q4	$3.73M	Buy	191,672 +26,227	+16%	+$512K	0.01%	906
2024 Q3	$3.26M	Buy	165,445 +41,769	+34%	+$817K	0.01%	863
2024 Q2	$2.38M	Buy	123,676 +103,153	+503%	+$1.98M	0.01%	922
2024 Q1	$396K	Buy	20,523 +1,560	+8%	+$30.1K	﹤0.01%	1725
2023 Q4	$369K	Buy	18,963 +1,778	+10%	+$33.7K	﹤0.01%	1692
2023 Q3	$322K	Buy	+17,185	New	+$326K	﹤0.01%	1698

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 Enhancement Advisory Services's BSCR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 3.6% in Q2 2026, selling an estimated $80.8K and leaving 109,938 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Wealth Enhancement Advisory Services first reported a position in BSCR in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.21M in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Wealth Enhancement Advisory Services held 109,938 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $2.16M as of Q2 2026.
Wealth Enhancement Advisory Services sold 4,115 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $80.8K.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1522 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $4.21M in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.