Aptus Capital Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Aptus Capital Advisors’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	$1.53M	Sell	77,939 -4,576	-6%	-$89.9K	0.01%	549
2026 Q1	$1.62M	Buy	82,515 +288	+0.4%	+$5.68K	0.01%	506
2025 Q4	$1.62M	Buy	82,227 +4,495	+6%	+$88.7K	0.01%	488
2025 Q3	$1.53M	Sell	77,732 -877	-1%	-$17.3K	0.01%	478
2025 Q2	$1.54M	Buy	78,609 +812	+1%	+$15.9K	0.01%	463
2025 Q1	$1.52M	Buy	77,797 +3,294	+4%	+$64.3K	0.02%	434
2024 Q4	$1.45M	Sell	74,503 -3,438	-4%	-$67.2K	0.02%	453
2024 Q3	$1.54M	Buy	77,941 +58,474	+300%	+$1.14M	0.02%	346
2024 Q2	$374K	Buy	19,467 +5,196	+36%	+$99.7K	0.01%	568
2024 Q1	$275K	Buy	+14,271	New	+$276K	0.01%	654
2023 Q2	–	Sell	-1,651,708	Closed	-$31.9M	–	801
2023 Q1	$31.9M	Sell	1,651,708 -15,760	-0.9%	-$302K	0.86%	22
2022 Q4	$31.7M	Sell	1,667,468 -321,504	-16%	-$6.06M	0.97%	18
2022 Q3	$37M	Sell	1,988,972 -9,456	-0.5%	-$183K	0.89%	20
2022 Q2	$38.7M	Buy	+1,998,428	New	+$39.2M	1.01%	22

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

Aptus Capital Advisors's BSCR Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 5.5% in Q2 2026, selling an estimated $89.9K and leaving 77,939 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #549.

Aptus Capital Advisors first reported a position in BSCR in Q2 2022 and has held it in 14 quarters since. The position peaked at $38.7M in Q2 2022. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Aptus Capital Advisors held 77,939 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.53M as of Q2 2026.
Aptus Capital Advisors sold 4,576 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $89.9K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #549 holding.
Aptus Capital Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2022 and has held it in 14 quarters since.
Aptus Capital Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $38.7M in Q2 2022.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.