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 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 $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Beacon Pointe Advisors's BSCR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 145% in Q1 2026, buying an estimated $3.13M and bringing the position to 267,747 shares worth $5.25M. 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 14 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Beacon Pointe Advisors held 267,747 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $5.25M as of Q1 2026.
Beacon Pointe Advisors bought 158,665 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $3.13M.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 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 14 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.