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Baron Silver Stevens Financial Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Baron Silver Stevens Financial 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 		$302K Buy
+15,408
New +$303K 0.04% 117

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

Baron Silver Stevens Financial Advisors's BSCR Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026: 15,408 shares worth $302K. The stake represents 0.04% of the portfolio and ranks #117 among its holdings.

403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 15,408 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $302K as of Q2 2026.
  • Invesco BulletShares 2027 Corporate Bond ETF was a new Baron Silver Stevens Financial Advisors position in Q2 2026.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.