Atria Investments’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Atria Investments’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	$3.01M	Sell	153,494 -44,827	-23%	-$881K	0.03%	565
2026 Q1	$3.89M	Buy	198,321 +16,850	+9%	+$332K	0.04%	445
2025 Q4	$3.58M	Buy	181,471 +26,264	+17%	+$518K	0.04%	490
2025 Q3	$3.06M	Buy	155,207 +9,486	+7%	+$187K	0.04%	567
2025 Q2	$2.86M	Sell	145,721 -1,242	-0.8%	-$24.3K	0.03%	583
2025 Q1	$2.88M	Buy	146,963 +60,811	+71%	+$1.19M	0.04%	560
2024 Q4	$1.68M	Buy	86,152 +21,393	+33%	+$418K	0.02%	754
2024 Q3	$1.28M	Sell	64,759 -251,233	-80%	-$4.91M	0.02%	860
2024 Q2	$6.07M	Sell	315,992 -2,108	-0.7%	-$40.5K	0.08%	288
2024 Q1	$6.14M	Buy	318,100 +116,435	+58%	+$2.25M	0.08%	288
2023 Q4	$3.92M	Buy	201,665 +632	+0.3%	+$12K	0.06%	360
2023 Q3	$3.77M	Buy	201,033 +41,352	+26%	+$784K	0.07%	354
2023 Q2	$3.04M	Buy	+159,681	New	+$3.07M	0.05%	412

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

Atria Investments's BSCR Position: Q2 2026 in Review

Atria Investments reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 23% in Q2 2026, selling an estimated $881K and leaving 153,494 shares worth $3.01M. The position accounts for 0.03% of the portfolio, ranked #565.

Atria Investments first reported a position in BSCR in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.14M in Q1 2024. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Atria Investments held 153,494 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.01M as of Q2 2026.
Atria Investments sold 44,827 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $881K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #565 holding.
Atria Investments first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Atria Investments's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $6.14M in Q1 2024.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.