WLTH Capital Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

WLTH Capital 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	$12.8M	Buy	+652,354	New	+$12.8M	8.2%	5

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

WLTH Capital Management's BSCR Position: Q2 2026 in Review

WLTH Capital Management opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026: 652,354 shares worth $12.8M. The stake represents 8.2% of the portfolio and ranks #5 among its holdings.

403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

WLTH Capital Management held 652,354 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $12.8M as of Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF was a new WLTH Capital Management position in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 8.2% of WLTH Capital Management's portfolio in Q2 2026, its #5 holding.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on WLTH Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.