Baird Financial Group
BSCR icon

Baird Financial Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Baird Financial 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
Q1 		$18.5M Sell
942,629
-112,210
-11% -$2.21M 0.03% 383
2025
Q4 		$20.8M Buy
1,054,839
+93,964
+10% +$1.85M 0.03% 364
2025
Q3 		$18.9M Buy
960,875
+115,977
+14% +$2.28M 0.03% 388
2025
Q2 		$16.6M Buy
844,898
+67,662
+9% +$1.33M 0.03% 400
2025
Q1 		$15.2M Sell
777,236
-128,562
-14% -$2.51M 0.03% 417
2024
Q4 		$17.6M Buy
905,798
+349,614
+63% +$6.83M 0.03% 379
2024
Q3 		$11M Buy
556,184
+20,539
+4% +$402K 0.02% 483
2024
Q2 		$10.3M Buy
535,645
+467,209
+683% +$8.97M 0.02% 471
2024
Q1 		$1.32M Sell
68,436
-16,756
-20% -$324K ﹤0.01% 1071
2023
Q4 		$1.66M Sell
85,192
-32,647
-28% -$619K ﹤0.01% 985
2023
Q3 		$2.21M Buy
117,839
+88,444
+301% +$1.68M 0.01% 870
2023
Q2 		$559K Buy
+29,395
New +$565K ﹤0.01% 1295

Other funds holding BSCR

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Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return