Wealth Quarterback
BSCR icon

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

Wealth Quarterback’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
Q3 		$735K Buy
37,593
+5,442
+17% +$107K 0.22% 71
2026
Q2 		$631K Buy
32,151
+3,684
+13% +$72.4K 0.19% 78
2026
Q1 		$559K Buy
28,467
+2,438
+9% +$48.1K 0.22% 77
2025
Q4 		$514K Buy
26,029
+7,133
+38% +$141K 0.19% 88
2025
Q3 		$372K Buy
+18,896
New +$372K 0.14% 112

Other funds holding BSCR

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Old Second National Bank of Aurora
Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Wealth Quarterback's BSCR Position: Q3 2026 in Review

Wealth Quarterback increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 17% in Q3 2026, buying an estimated $107K and bringing the position to 37,593 shares worth $735K. The position accounts for 0.22% of the portfolio, ranked #71.

Wealth Quarterback first reported a position in BSCR in Q3 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

  • Wealth Quarterback held 37,593 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $735K as of Q3 2026.
  • Wealth Quarterback bought 5,442 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $107K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.22% of Wealth Quarterback's portfolio in Q3 2026, its #71 holding.
  • Wealth Quarterback first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.