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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
Q2 		$455K Sell
23,194
-380
-2% -$7.46K 0.05% 287
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 $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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

Claro Advisors's BSCR Position: Q2 2026 in Review

Claro Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.6% in Q2 2026, selling an estimated $7.46K and leaving 23,194 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #287.

Claro Advisors first reported a position in BSCR in Q2 2025 and has held it in 5 quarters since. The position peaked at $482K in Q4 2025. 404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Claro Advisors held 23,194 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $455K as of Q2 2026.
  • Claro Advisors sold 380 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $7.46K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #287 holding.
  • Claro Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Claro Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $482K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.