Wingate Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Wingate Wealth Advisors’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	$1.43M	Buy	73,074 +452	+0.6%	+$8.88K	0.63%	38
2026 Q1	$1.43M	Buy	72,622 +2,080	+3%	+$41K	0.76%	37
2025 Q4	$1.39M	Buy	70,542 +545	+0.8%	+$10.8K	0.78%	37
2025 Q3	$1.38M	Buy	69,997 +575	+0.8%	+$11.3K	0.96%	36
2025 Q2	$1.36M	Buy	69,422 +3,096	+5%	+$60.7K	1.21%	33
2025 Q1	$1.3M	Buy	66,326 +24,737	+59%	+$483K	1.5%	27
2024 Q4	$810K	Buy	+41,589	New	+$813K	0.8%	38

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

Wingate Wealth Advisors's BSCR Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.62% in Q2 2026, buying an estimated $8.88K and bringing the position to 73,074 shares worth $1.43M. The position accounts for 0.63% of the portfolio, ranked #38.

Wingate Wealth Advisors first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Wingate Wealth Advisors held 73,074 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.43M as of Q2 2026.
Wingate Wealth Advisors bought 452 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $8.88K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.63% of Wingate Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Wingate Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.