Western Financial Corp’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Western Financial Corp’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	$918K	Buy	46,810 +4,481	+11%	+$88K	0.27%	67
2026 Q1	$831K	Sell	42,329 -548	-1%	-$10.8K	0.33%	63
2025 Q4	$846K	Buy	42,877 +124	+0.3%	+$2.45K	0.34%	66
2025 Q3	$843K	Sell	42,753 -106	-0.2%	-$2.09K	0.37%	67
2025 Q2	$842K	Buy	42,859 +815	+2%	+$16K	0.45%	66
2025 Q1	$824K	Buy	42,044 +328	+0.8%	+$6.4K	0.48%	63
2024 Q4	$813K	Buy	41,716 +5,401	+15%	+$106K	0.45%	62
2024 Q3	$716K	Buy	36,315 +2,769	+8%	+$54.1K	0.41%	75
2024 Q2	$645K	Buy	33,546 +2,371	+8%	+$45.5K	0.39%	73
2024 Q1	$601K	Buy	31,175 +6,818	+28%	+$132K	0.37%	77
2023 Q4	$474K	Sell	24,357 -6,918	-22%	-$131K	0.32%	83
2023 Q3	$586K	Sell	31,275 -730	-2%	-$13.8K	0.43%	80
2023 Q2	$609K	Buy	32,005 +967	+3%	+$18.6K	0.41%	76
2023 Q1	$599K	Sell	31,038 -179	-0.6%	-$3.43K	0.43%	77
2022 Q4	$593K	Buy	31,217 +4,855	+18%	+$91.5K	0.38%	70
2022 Q3	$491K	Buy	26,362 +3,747	+17%	+$72.7K	0.34%	78
2022 Q2	$438K	Sell	22,615 -595	-3%	-$11.7K	0.31%	75
2022 Q1	$469K	Buy	+23,210	New	+$483K	0.27%	72

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

Western Financial Corp's BSCR Position: Q2 2026 in Review

Western Financial Corp increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 11% in Q2 2026, buying an estimated $88K and bringing the position to 46,810 shares worth $918K. The position accounts for 0.27% of the portfolio, ranked #67.

Western Financial Corp first reported a position in BSCR in Q1 2022 and has held it in 18 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Western Financial Corp held 46,810 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $918K as of Q2 2026.
Western Financial Corp bought 4,481 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $88K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.27% of Western Financial Corp's portfolio in Q2 2026, its #67 holding.
Western Financial Corp first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.