WEG
BSCR icon

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

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
TF
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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 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. 96 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.
  • 96 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.