WMWM
BSCR icon

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
Q3 		$1.71M Buy
87,657
+1,120
+1% +$22K 0.97% 29
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

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wilkins Miller Wealth Management's BSCR Position: Q3 2026 in Review

Wilkins Miller Wealth Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.3% in Q3 2026, buying an estimated $22K and bringing the position to 87,657 shares worth $1.71M. The position accounts for 0.97% of the portfolio, ranked #29.

Wilkins Miller Wealth Management first reported a position in BSCR in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.26M in Q2 2025. 39 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

  • Wilkins Miller Wealth Management held 87,657 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.71M as of Q3 2026.
  • Wilkins Miller Wealth Management bought 1,120 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $22K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.97% of Wilkins Miller Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Wilkins Miller Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Wilkins Miller Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.26M in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.