Westside Investment Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Westside Investment 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	$15.4K	Hold	787	–	–	﹤0.01%	1011
2026 Q1	$15.5K	Hold	787	–	–	﹤0.01%	985
2025 Q4	$15.5K	Hold	787	–	–	﹤0.01%	958
2025 Q3	$15.5K	Hold	787	–	–	﹤0.01%	976
2025 Q2	$15.5K	Hold	787	–	–	﹤0.01%	779
2025 Q1	$15.4K	Sell	787 -5,116	-87%	-$99.9K	﹤0.01%	615
2024 Q4	$115K	Hold	5,903	–	–	0.02%	292
2024 Q3	$115K	Hold	5,903	–	–	0.02%	300
2024 Q2	$113K	Buy	5,903 +787	+15%	+$15.1K	0.03%	291
2024 Q1	$98.4K	Buy	+5,116	New	+$98.8K	0.02%	301

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

Westside Investment Management's BSCR Position: Q2 2026 in Review

Westside Investment Management held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 787 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Westside Investment Management first reported a position in BSCR in Q1 2024 and has held it in 10 quarters since. The position peaked at $115K in Q4 2024. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Westside Investment Management held 787 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $15.4K as of Q2 2026.
Westside Investment 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 Westside Investment Management's portfolio in Q2 2026, its #1011 holding.
Westside Investment Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Westside Investment Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $115K in Q4 2024.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.