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

Wilkins Miller 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	$1.7M	Sell	86,537 -4,716	-5%	-$92.6K	0.93%	30
2026 Q1	$1.79M	Sell	91,253 -9,547	-9%	-$188K	1.08%	28
2025 Q4	$1.99M	Sell	100,800 -1,568	-2%	-$30.9K	1.19%	27
2025 Q3	$2.02M	Sell	102,368 -12,401	-11%	-$244K	1.25%	23
2025 Q2	$2.26M	Buy	114,769 +2,342	+2%	+$45.9K	1.53%	19
2025 Q1	$2.2M	Buy	+112,427	New	+$2.19M	1.66%	19

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

Wilkins Miller Wealth Management's BSCR Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 5.2% in Q2 2026, selling an estimated $92.6K and leaving 86,537 shares worth $1.7M. The position accounts for 0.93% of the portfolio, ranked #30.

Wilkins Miller Wealth Management first reported a position in BSCR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.26M in Q2 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Wilkins Miller Wealth Management held 86,537 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.7M as of Q2 2026.
Wilkins Miller Wealth Management sold 4,716 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $92.6K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.93% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #30 holding.
Wilkins Miller Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Wilkins Miller Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.26M in Q2 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.