CBIZ Investment Advisory Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

CBIZ Investment Advisory Services’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	$83.8K	Hold	4,269	–	–	﹤0.01%	65
2026 Q1	$83.8K	Buy	4,269 +44	+1%	+$867	﹤0.01%	65
2025 Q4	$83.4K	Buy	4,225 +45	+1%	+$888	﹤0.01%	97
2025 Q3	$82.4K	Buy	4,180 +46	+1%	+$906	﹤0.01%	88
2025 Q2	$81.2K	Buy	4,134 +44	+1%	+$862	﹤0.01%	88
2025 Q1	$80.1K	Buy	4,090 +42	+1%	+$820	﹤0.01%	87
2024 Q4	$78.9K	Buy	4,048 +44	+1%	+$860	﹤0.01%	85
2024 Q3	$79K	Buy	4,004 +43	+1%	+$841	﹤0.01%	82
2024 Q2	$76.1K	Buy	3,961 +43	+1%	+$825	﹤0.01%	81
2024 Q1	$75.6K	Buy	+3,918	New	+$75.7K	0.01%	79

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

CBIZ Investment Advisory Services's BSCR Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 4,269 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #65.

CBIZ Investment Advisory Services first reported a position in BSCR in Q1 2024 and has held it in 10 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

CBIZ Investment Advisory Services held 4,269 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $83.8K as of Q2 2026.
CBIZ Investment Advisory Services left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #65 holding.
CBIZ Investment Advisory Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.