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Apeiron RIA’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Apeiron RIA’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 		$531K Sell
27,082
-38,805
-59% -$762K 0.14% 92
2026
Q1 		$1.29M Buy
65,887
+8,774
+15% +$173K 0.3% 67
2025
Q4 		$1.13M Sell
57,113
-2,119
-4% -$41.8K 0.23% 74
2025
Q3 		$1.17M Buy
59,232
+311
+0.5% +$6.12K 0.26% 76
2025
Q2 		$1.16M Buy
58,921
+4,323
+8% +$84.7K 0.3% 73
2025
Q1 		$1.07M Buy
54,598
+101
+0.2% +$1.97K 0.32% 68
2024
Q4 		$1.06M Sell
54,497
-924
-2% -$18.1K 0.3% 69
2024
Q3 		$1.09M Buy
55,421
+3,660
+7% +$71.6K 0.31% 58
2024
Q2 		$995K Buy
51,761
+892
+2% +$17.1K 0.3% 59
2024
Q1 		$981K Buy
50,869
+11
+0% +$213 0.28% 62
2023
Q4 		$989K Buy
50,858
+2,247
+5% +$42.6K 0.31% 60
2023
Q3 		$911K Buy
48,611
+1,570
+3% +$29.7K 0.31% 58
2023
Q2 		$895K Buy
47,041
+2,407
+5% +$46.3K 0.31% 55
2023
Q1 		$862K Buy
44,634
+1,020
+2% +$19.6K 0.3% 58
2022
Q4 		$828K Buy
+43,614
New +$822K 0.32% 59

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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

Apeiron RIA's BSCR Position: Q2 2026 in Review

Apeiron RIA reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 59% in Q2 2026, selling an estimated $762K and leaving 27,082 shares worth $531K. The position accounts for 0.14% of the portfolio, ranked #92.

Apeiron RIA first reported a position in BSCR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Apeiron RIA held 27,082 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $531K as of Q2 2026.
  • Apeiron RIA sold 38,805 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $762K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.14% of Apeiron RIA's portfolio in Q2 2026, its #92 holding.
  • Apeiron RIA first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Apeiron RIA's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.29M in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.