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

Cary Street Partners’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	$411K	Buy	20,975 +927	+5%	+$18.2K	0.01%	721
2026 Q1	$393K	Hold	20,048	–	–	0.01%	651
2025 Q4	$396K	Buy	+20,048	New	+$396K	0.01%	659
2025 Q3	–	Sell	-9,781	Closed	-$192K	–	930
2025 Q2	$192K	Hold	9,781	–	–	0.01%	779
2025 Q1	$192K	Hold	9,781	–	–	0.01%	758
2024 Q4	$191K	Buy	+9,781	New	+$191K	0.01%	732

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

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

Cary Street Partners increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 4.6% in Q2 2026, buying an estimated $18.2K and bringing the position to 20,975 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #721.

Cary Street Partners first reported a position in BSCR in Q4 2024 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Cary Street Partners held 20,975 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $411K as of Q2 2026.
Cary Street Partners bought 927 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $18.2K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #721 holding.
Cary Street Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

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