BridgePort Financial Solutions’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

BridgePort Financial Solutions’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	–	Sell	-18,322	Closed	-$360K	–	242
2026 Q1	$360K	Sell	18,322 -2,447	-12%	-$48.2K	0.1%	158
2025 Q4	$410K	Sell	20,769 -5,809	-22%	-$115K	0.11%	146
2025 Q3	$524K	Buy	26,578 +195	+0.7%	+$3.84K	0.14%	128
2025 Q2	$518K	Buy	26,383 +188	+0.7%	+$3.68K	0.17%	105
2025 Q1	$513K	Buy	26,195 +59	+0.2%	+$1.15K	0.23%	94
2024 Q4	$511K	Buy	+26,136	New	+$511K	0.23%	92

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

BridgePort Financial Solutions's BSCR Position: Q2 2026 in Review

BridgePort Financial Solutions sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026, closing a stake of 18,322 shares — an estimated $360K sold.

BridgePort Financial Solutions first reported a position in BSCR in Q4 2024 and held it in 6 quarters. The position peaked at $524K in Q3 2025. 404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

BridgePort Financial Solutions reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
BridgePort Financial Solutions sold 18,322 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $360K.
BridgePort Financial Solutions first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
BridgePort Financial Solutions's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $524K in Q3 2025.
404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.