Arax Advisory Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Arax Advisory Partners’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	$16M	Buy	+816,899	New	+$16M	0.11%	208
2025 Q3	–	Sell	-1,524	Closed	-$29.9K	–	3685
2025 Q2	$29.9K	Buy	+1,524	New	+$29.9K	﹤0.01%	1477

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

Arax Advisory Partners's BSCR Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026: 816,899 shares worth $16M. The stake represents 0.11% of the portfolio and ranks #208 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in BSCR as recently as Q2 2025.

Arax Advisory Partners first reported a position in BSCR in Q2 2025 and has held it in 2 quarters since. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Arax Advisory Partners held 816,899 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $16M as of Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF was a new Arax Advisory Partners position in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.11% of Arax Advisory Partners's portfolio in Q2 2026, its #208 holding.
Arax Advisory Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.