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West Branch Capital’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

West Branch Capital’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 		$40.2K Buy
2,051
+21
+1% +$413 0.01% 145
2026
Q1 		$39.8K Buy
2,030
+21
+1% +$414 0.01% 143
2025
Q4 		$39.7K Buy
2,009
+8
+0.4% +$158 0.01% 148
2025
Q3 		$39.4K Hold
2,001
– – 0.01% 157
2025
Q2 		$39.3K Hold
2,001
– – 0.01% 158
2025
Q1 		$39.2K Hold
2,001
– – 0.01% 167
2024
Q4 		$39K Hold
2,001
– – 0.01% 170
2024
Q3 		$39.5K Hold
2,001
– – 0.01% 171
2024
Q2 		$38.5K Hold
2,001
– – 0.01% 178
2024
Q1 		$38.6K Hold
2,001
– – 0.02% 180
2023
Q4 		$38.9K Hold
2,001
– – 0.02% 175
2023
Q3 		$37.5K Hold
2,001
– – 0.02% 178
2023
Q2 		$38.1K Hold
2,001
– – 0.02% 186
2023
Q1 		$38.6K Hold
2,001
– – 0.02% 186
2022
Q4 		$38K Hold
2,001
– – 0.02% 184
2022
Q3 		$37K Hold
2,001
– – 0.02% 191
2022
Q2 		$39K Buy
2,001
+1,500
+299% +$29.4K 0.02% 187
2022
Q1 		$10K Hold
501
– – ﹤0.01% 296
2021
Q4 		$11K Hold
501
– – ﹤0.01% 311
2021
Q3 		$11K Hold
501
– – 0.01% 297
2021
Q2 		$11K Buy
+501
New +$10.9K 0.01% 317

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

West Branch Capital's BSCR Position: Q2 2026 in Review

West Branch Capital increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1% in Q2 2026, buying an estimated $413 and bringing the position to 2,051 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #145.

West Branch Capital first reported a position in BSCR in Q2 2021 and has held it in 21 quarters since. 140 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • West Branch Capital held 2,051 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $40.2K as of Q2 2026.
  • West Branch Capital bought 21 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $413.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #145 holding.
  • West Branch Capital first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 140 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.