Cary Street Partners Investment Advisory’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Cary Street Partners Investment 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	–	Sell	-2,623	Closed	-$51.5K	–	762
2026 Q1	$51.5K	Hold	2,623	–	–	0.01%	536
2025 Q4	$51.8K	Buy	+2,623	New	+$51.8K	0.01%	508
2025 Q3	–	Sell	-3,023	Closed	-$59.4K	–	612
2025 Q2	$59.4K	Hold	3,023	–	–	0.03%	382
2025 Q1	$59.2K	Hold	3,023	–	–	0.03%	349
2024 Q4	$58.9K	Buy	+3,023	New	+$59.1K	0.04%	304

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's BSCR Position: Q2 2026 in Review

Cary Street Partners Investment Advisory sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026, closing a stake of 2,623 shares — an estimated $51.5K sold.

Cary Street Partners Investment Advisory first reported a position in BSCR in Q4 2024 and held it in 5 quarters. The position peaked at $59.4K in Q2 2025. 273 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Cary Street Partners Investment Advisory reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 2,623 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $51.5K.
Cary Street Partners Investment Advisory first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $59.4K in Q2 2025.
273 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.