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

Coastal Bridge 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	$4.18M	Buy	213,101 +469	+0.2%	+$9.21K	0.26%	87
2026 Q1	$4.17M	Buy	212,632 +7,430	+4%	+$146K	0.29%	75
2025 Q4	$4.05M	Buy	205,202 +4,467	+2%	+$88.1K	0.3%	81
2025 Q3	$3.96M	Buy	200,735 +156	+0.1%	+$3.07K	0.3%	86
2025 Q2	$3.94M	Buy	200,579 +462	+0.2%	+$9.05K	0.32%	83
2025 Q1	$3.92M	Buy	+200,117	New	+$3.91M	0.35%	74

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

Coastal Bridge Advisors's BSCR Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.22% in Q2 2026, buying an estimated $9.21K and bringing the position to 213,101 shares worth $4.18M. The position accounts for 0.26% of the portfolio, ranked #87.

Coastal Bridge Advisors first reported a position in BSCR in Q1 2025 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Coastal Bridge Advisors held 213,101 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $4.18M as of Q2 2026.
Coastal Bridge Advisors bought 469 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $9.21K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.26% of Coastal Bridge Advisors's portfolio in Q2 2026, its #87 holding.
Coastal Bridge Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.