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Claro Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Claro Advisors’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 		$463K Sell
23,574
-821
-3% -$16.2K 0.06% 258
2025
Q4 		$482K Buy
24,395
+9,316
+62% +$184K 0.07% 228
2025
Q3 		$297K Buy
15,079
+3,087
+26% +$60.8K 0.04% 316
2025
Q2 		$236K Buy
+11,992
New +$235K 0.04% 336

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $1.02T AUM 30.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Claro Advisors's BSCR Position: Q1 2026 in Review

Claro Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 3.4% in Q1 2026, selling an estimated $16.2K and leaving 23,574 shares worth $463K. The position accounts for 0.06% of the portfolio, ranked #258.

Claro Advisors first reported a position in BSCR in Q2 2025 and has held it in 4 quarters since. The position peaked at $482K in Q4 2025. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Claro Advisors held 23,574 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $463K as of Q1 2026.
  • Claro Advisors sold 821 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $16.2K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.06% of Claro Advisors's portfolio in Q1 2026, its #258 holding.
  • Claro Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Claro Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $482K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.