World Equity Group
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
Q3 		– Sell
-18,255
Closed -$358K – 273
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

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Old Second National Bank of Aurora
Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

World Equity Group's BSCR Position: Q3 2026 in Review

World Equity Group sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2026, closing a stake of 18,255 shares — an estimated $358K sold.

World Equity Group first reported a position in BSCR in Q4 2024 and held it in 7 quarters. The position peaked at $360K in Q4 2025. 167 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

  • World Equity Group reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 18,255 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $358K.
  • World Equity Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and held it in 7 quarters.
  • World Equity Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $360K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.