Woodmont Investment Counsel’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Woodmont Investment Counsel’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	$976K	Sell	49,754 -7,766	-14%	-$153K	0.05%	140
2026 Q1	$1.13M	Sell	57,520 -1,012	-2%	-$19.9K	0.07%	126
2025 Q4	$1.16M	Sell	58,532 -3,937	-6%	-$77.7K	0.07%	127
2025 Q3	$1.23M	Sell	62,469 -4,241	-6%	-$83.5K	0.08%	123
2025 Q2	$1.31M	Hold	66,710	–	–	0.09%	131
2025 Q1	$1.31M	Sell	66,710 -1,694	-2%	-$33.1K	0.09%	126
2024 Q4	$1.33M	Hold	68,404	–	–	0.1%	119
2024 Q3	$1.35M	Sell	68,404 -2,321	-3%	-$45.4K	0.1%	116
2024 Q2	$1.36M	Sell	70,725 -1,993	-3%	-$38.3K	0.11%	116
2024 Q1	$1.4M	Sell	72,718 -446	-0.6%	-$8.62K	0.12%	114
2023 Q4	$1.42M	Sell	73,164 -6,478	-8%	-$123K	0.13%	111
2023 Q3	$1.49M	Hold	79,642	–	–	0.16%	102
2023 Q2	$1.52M	Hold	79,642	–	–	0.16%	109
2023 Q1	$1.54M	Buy	79,642 +64,905	+440%	+$1.24M	0.16%	107
2022 Q4	$280K	Hold	14,737	–	–	0.03%	214
2022 Q3	$274K	Buy	14,737 +1,898	+15%	+$36.8K	0.03%	215
2022 Q2	$249K	Sell	12,839 -12,811	-50%	-$251K	0.03%	212
2022 Q1	$518K	Buy	+25,650	New	+$533K	0.06%	182

Other funds holding BSCR

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

Woodmont Investment Counsel's BSCR Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 14% in Q2 2026, selling an estimated $153K and leaving 49,754 shares worth $976K. The position accounts for 0.05% of the portfolio, ranked #140.

Woodmont Investment Counsel first reported a position in BSCR in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.54M in Q1 2023. 213 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Woodmont Investment Counsel held 49,754 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $976K as of Q2 2026.
Woodmont Investment Counsel sold 7,766 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $153K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.05% of Woodmont Investment Counsel's portfolio in Q2 2026, its #140 holding.
Woodmont Investment Counsel first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
Woodmont Investment Counsel's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.54M in Q1 2023.
213 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

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