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

Clearstead 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	$7.34M	Sell	374,352 -82,681	-18%	-$1.62M	0.07%	203
2026 Q1	$8.97M	Sell	457,033 -9,352	-2%	-$184K	0.08%	176
2025 Q4	$9.21M	Sell	466,385 -1,508,895	-76%	-$29.8M	0.12%	144
2025 Q3	$38.9M	Sell	1,975,280 -802,330	-29%	-$15.8M	0.51%	43
2025 Q2	$54.6M	Buy	2,777,610 +80,308	+3%	+$1.57M	0.77%	28
2025 Q1	$52.8M	Buy	2,697,302 +50,855	+2%	+$993K	0.82%	27
2024 Q4	$51.6M	Buy	2,646,447 +108,972	+4%	+$2.13M	0.78%	29
2024 Q3	$50M	Buy	2,537,475 +126,958	+5%	+$2.48M	0.78%	26
2024 Q2	$46.3M	Buy	+2,410,517	New	+$46.3M	0.79%	29

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

Clearstead Advisors's BSCR Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 18% in Q2 2026, selling an estimated $1.62M and leaving 374,352 shares worth $7.34M. The position accounts for 0.07% of the portfolio, ranked #203.

Clearstead Advisors first reported a position in BSCR in Q2 2024 and has held it in 9 quarters since. The position peaked at $54.6M in Q2 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Clearstead Advisors held 374,352 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $7.34M as of Q2 2026.
Clearstead Advisors sold 82,681 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $1.62M.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.07% of Clearstead Advisors's portfolio in Q2 2026, its #203 holding.
Clearstead Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $54.6M in Q2 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.