World Equity Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

World Equity Group’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	$358K	Hold	18,255	–	–	0.08%	279
2026 Q1	$358K	Hold	18,255	–	–	0.09%	258
2025 Q4	$360K	Buy	18,255 +1,366	+8%	+$27K	0.1%	221
2025 Q3	$333K	Buy	16,889 +764	+5%	+$15K	0.08%	254
2025 Q2	$317K	Buy	16,125 +4,822	+43%	+$94.5K	0.09%	233
2025 Q1	$222K	Sell	11,303 -5,081	-31%	-$99.2K	0.06%	278
2024 Q4	$319K	Buy	+16,384	New	+$320K	0.07%	254

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

World Equity Group's BSCR Position: Q2 2026 in Review

World Equity Group held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 18,255 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #279.

World Equity Group first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q4 2025. 404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

World Equity Group held 18,255 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $358K as of Q2 2026.
World Equity Group left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.08% of World Equity Group's portfolio in Q2 2026, its #279 holding.
World Equity Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
World Equity Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $360K in Q4 2025.
404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.