CIBC World Market
BSCR icon

CIBC World Market’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

CIBC World Market’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
Q1 		$349K Sell
17,800
-1,500
-8% -$29.6K ﹤0.01% 1227
2025
Q4 		$381K Buy
19,300
+5,100
+36% +$101K ﹤0.01% 1196
2025
Q3 		$280K Hold
14,200
– – ﹤0.01% 1261
2025
Q2 		$279K Sell
14,200
-10,300
-42% -$202K ﹤0.01% 1202
2025
Q1 		$480K Hold
24,500
– – ﹤0.01% 1043
2024
Q4 		$477K Hold
24,500
– – ﹤0.01% 1054
2024
Q3 		$483K Hold
24,500
– – ﹤0.01% 1010
2024
Q2 		$471K Buy
24,500
+300
+1% +$5.76K ﹤0.01% 978
2024
Q1 		$467K Buy
24,200
+2,010
+9% +$38.8K ﹤0.01% 1007
2023
Q4 		$432K Buy
22,190
+11,440
+106% +$217K ﹤0.01% 977
2023
Q3 		$201K Buy
10,750
+225
+2% +$4.26K ﹤0.01% 1153
2023
Q2 		$200K Buy
+10,525
New +$202K ﹤0.01% 1141

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return