Belpointe Asset Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Belpointe Asset Management’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	$1.07M	Sell	54,591 -1,375	-2%	-$27K	0.04%	475
2026 Q1	$1.1M	Buy	55,966 +3,532	+7%	+$69.6K	0.04%	424
2025 Q4	$1.04M	Buy	52,434 +39,796	+315%	+$785K	0.04%	416
2025 Q3	$249K	Buy	+12,638	New	+$249K	0.01%	850

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

Belpointe Asset Management's BSCR Position: Q2 2026 in Review

Belpointe Asset Management reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.5% in Q2 2026, selling an estimated $27K and leaving 54,591 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #475.

Belpointe Asset Management first reported a position in BSCR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Belpointe Asset Management held 54,591 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.07M as of Q2 2026.
Belpointe Asset Management sold 1,375 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $27K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #475 holding.
Belpointe Asset Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Belpointe Asset Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.1M in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.