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Beaumont Financial Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Beaumont 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 		$231K Sell
11,782
-419
-3% -$8.23K 0.01% 342
2026
Q1 		$239K Sell
12,201
-62,300
-84% -$1.23M 0.02% 328
2025
Q4 		$1.47M Buy
74,501
+522
+0.7% +$10.3K 0.1% 126
2025
Q3 		$1.46M Sell
73,979
-712
-1% -$14K 0.1% 125
2025
Q2 		$1.47M Sell
74,691
-1,632
-2% -$32K 0.11% 114
2025
Q1 		$1.5M Sell
76,323
-1,769
-2% -$34.5K 0.12% 115
2024
Q4 		$1.52M Buy
78,092
+3,308
+4% +$64.6K 0.11% 115
2024
Q3 		$1.47M Sell
74,784
-3,088
-4% -$60.4K 0.12% 109
2024
Q2 		$1.5M Buy
77,872
+3,206
+4% +$61.5K 0.12% 112
2024
Q1 		$1.44M Buy
74,666
+1,536
+2% +$29.7K 0.12% 115
2023
Q4 		$1.42M Sell
73,130
-6,693
-8% -$127K 0.13% 111
2023
Q3 		$1.5M Sell
79,823
-3,565
-4% -$67.5K 0.15% 98
2023
Q2 		$1.59M Sell
83,388
-3,102
-4% -$59.7K 0.15% 102
2023
Q1 		$1.67M Sell
86,490
-2,765
-3% -$53K 0.17% 89
2022
Q4 		$1.7M Sell
89,255
-5
-0% -$94 0.17% 90
2022
Q3 		$1.66M Buy
+89,260
New +$1.73M 0.16% 90
2020
Q4 		– Sell
-24,923
Closed -$548K – 336
2020
Q3 		$548K Sell
24,923
-143,707
-85% -$3.17M 0.05% 188
2020
Q2 		$3.67M Buy
168,630
+64,449
+62% +$1.36M 0.38% 67
2020
Q1 		$2.06M Buy
+104,181
New +$2.17M 0.26% 66

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

Beaumont Financial Advisors's BSCR Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 3.4% in Q2 2026, selling an estimated $8.23K and leaving 11,782 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #342.

Beaumont Financial Advisors first reported a position in BSCR in Q1 2020 and has held it in 19 quarters since. The position peaked at $3.67M in Q2 2020. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Beaumont Financial Advisors held 11,782 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $231K as of Q2 2026.
  • Beaumont Financial Advisors sold 419 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $8.23K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #342 holding.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • Beaumont Financial Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $3.67M in Q2 2020.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.