Beacon Pointe Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Beacon Pointe 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	$6.19M	Buy	315,330 +47,583	+18%	+$935K	0.03%	459
2026 Q1	$5.25M	Buy	267,747 +158,665	+145%	+$3.13M	0.03%	459
2025 Q4	$2.15M	Buy	109,082 +98,942	+976%	+$1.95M	0.02%	585
2025 Q3	$200K	Buy	+10,140	New	+$200K	﹤0.01%	1320
2024 Q2	–	Sell	-14,374	Closed	-$277K	–	1284
2024 Q1	$277K	Sell	14,374 -3,634	-20%	-$70.2K	﹤0.01%	1139
2023 Q4	$350K	Sell	18,008 -1,732	-9%	-$32.8K	﹤0.01%	1024
2023 Q3	$370K	Buy	19,740 +5,963	+43%	+$113K	﹤0.01%	982
2023 Q2	$262K	Sell	13,777 -36	-0.3%	-$692	﹤0.01%	926
2023 Q1	$267K	Hold	13,813	–	–	﹤0.01%	971
2022 Q4	$262K	Buy	13,813 +261	+2%	+$4.92K	0.01%	912
2022 Q3	$253K	Buy	13,552 +52	+0.4%	+$1.01K	0.01%	845
2022 Q2	$261K	Hold	13,500	–	–	0.01%	876
2022 Q1	$273K	Hold	13,500	–	–	﹤0.01%	1016
2021 Q4	$291K	Hold	13,500	–	–	0.01%	740
2021 Q3	$295K	Buy	+13,500	New	+$297K	0.01%	714

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

Beacon Pointe Advisors's BSCR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 18% in Q2 2026, buying an estimated $935K and bringing the position to 315,330 shares worth $6.19M. The position accounts for 0.03% of the portfolio, ranked #459.

Beacon Pointe Advisors first reported a position in BSCR in Q3 2021 and has held it in 15 quarters since. 404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Beacon Pointe Advisors held 315,330 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $6.19M as of Q2 2026.
Beacon Pointe Advisors bought 47,583 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $935K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #459 holding.
Beacon Pointe Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2021 and has held it in 15 quarters since.
404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.