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

Western Wealth Management’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	$441K	Hold	22,500	–	–	0.01%	713
2026 Q1	$442K	Hold	22,500	–	–	0.02%	673
2025 Q4	$444K	Hold	22,500	–	–	0.02%	547
2025 Q3	$443K	Buy	22,500 +875	+4%	+$17.2K	0.02%	473
2025 Q2	$425K	Hold	21,625	–	–	0.03%	459
2025 Q1	$424K	Hold	21,625	–	–	0.03%	437
2024 Q4	$421K	Buy	21,625 +125	+0.6%	+$2.44K	0.02%	509
2024 Q3	$424K	Buy	21,500 +2,200	+11%	+$43K	0.02%	502
2024 Q2	$371K	Hold	19,300	–	–	0.03%	439
2024 Q1	$372K	Hold	19,300	–	–	0.03%	440
2023 Q4	$375K	Hold	19,300	–	–	0.03%	487
2023 Q3	$362K	Buy	19,300 +400	+2%	+$7.58K	0.03%	459
2023 Q2	$360K	Hold	18,900	–	–	0.03%	456
2023 Q1	$365K	Buy	18,900 +2,900	+18%	+$55.6K	0.03%	450
2022 Q4	$304K	Buy	+16,000	New	+$302K	0.03%	459

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 Wealth Management's BSCR Position: Q2 2026 in Review

Western Wealth Management held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 22,500 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #713.

Western Wealth Management first reported a position in BSCR in Q4 2022 and has held it in 15 quarters since. The position peaked at $444K in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Western Wealth Management held 22,500 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $441K as of Q2 2026.
Western Wealth Management left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #713 holding.
Western Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Western Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $444K in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.