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Commonwealth Financial Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Commonwealth Financial Services’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 		– Sell
-10,084
Closed -$199K – 282
2025
Q4 		$199K Sell
10,084
-51
-0.5% -$1.01K 0.03% 226
2025
Q3 		$200K Buy
+10,135
New +$200K 0.03% 220

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

Commonwealth Financial Services's BSCR Position: Q1 2026 in Review

Commonwealth Financial Services sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2026, closing a stake of 10,084 shares — an estimated $199K sold.

Commonwealth Financial Services first reported a position in BSCR in Q3 2025 and held it in 2 quarters. The position peaked at $200K in Q3 2025. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Commonwealth Financial Services reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 10,084 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $199K.
  • Commonwealth Financial Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Commonwealth Financial Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $200K in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Commonwealth Financial Services's 13F filing for Q1 2026, filed 7 May 2026.