Brown Financial Advisory’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Brown Financial Advisory’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	$423K	Hold	21,549	–	–	0.18%	31
2026 Q1	$423K	Hold	21,549	–	–	0.21%	33
2025 Q4	$425K	Hold	21,549	–	–	0.22%	37
2025 Q3	$425K	Hold	21,549	–	–	0.22%	36
2025 Q2	$423K	Buy	21,549 +6,177	+40%	+$121K	0.23%	35
2025 Q1	$301K	Buy	+15,372	New	+$300K	0.19%	36
2024 Q4	–	Sell	-13,493	Closed	-$266K	–	36
2024 Q3	$266K	Buy	+13,493	New	+$264K	0.19%	32

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

Brown Financial Advisory's BSCR Position: Q2 2026 in Review

Brown Financial Advisory held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 21,549 shares worth $423K. The position accounts for 0.18% of the portfolio, ranked #31.

Brown Financial Advisory first reported a position in BSCR in Q3 2024 and has held it in 7 quarters since. The position peaked at $425K in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Brown Financial Advisory held 21,549 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $423K as of Q2 2026.
Brown Financial Advisory left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.18% of Brown Financial Advisory's portfolio in Q2 2026, its #31 holding.
Brown Financial Advisory first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Brown Financial Advisory's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $425K in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.