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

WESPAC 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	$285K	Hold	14,523	–	–	0.14%	154
2026 Q1	$285K	Hold	14,523	–	–	0.16%	135
2025 Q4	$287K	Sell	14,523 -1,665	-10%	-$32.9K	0.16%	136
2025 Q3	$319K	Buy	16,188 +165	+1%	+$3.25K	0.19%	139
2025 Q2	$315K	Hold	16,023	–	–	0.22%	135
2025 Q1	$314K	Hold	16,023	–	–	0.26%	116
2024 Q4	$312K	Buy	+16,023	New	+$313K	0.23%	135
2024 Q1	–	Sell	-12,203	Closed	-$237K	–	171
2023 Q4	$237K	Buy	+12,203	New	+$231K	0.16%	132

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

WESPAC Advisors's BSCR Position: Q2 2026 in Review

WESPAC Advisors held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 14,523 shares worth $285K. The position accounts for 0.14% of the portfolio, ranked #154.

WESPAC Advisors first reported a position in BSCR in Q4 2023 and has held it in 8 quarters since. The position peaked at $319K in Q3 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

WESPAC Advisors held 14,523 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $285K as of Q2 2026.
WESPAC Advisors left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.14% of WESPAC Advisors's portfolio in Q2 2026, its #154 holding.
WESPAC Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
WESPAC Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $319K in Q3 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.