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

CRA 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 Q2	$4.3M	Sell	219,463 -4,551	-2%	-$89.4K	0.5%	43
2026 Q1	$4.4M	Buy	224,014 +27,561	+14%	+$543K	0.57%	36
2025 Q4	$3.88M	Sell	196,453 -5	-0%	-$99	0.51%	45
2025 Q3	$3.87M	Buy	196,458 +65,338	+50%	+$1.29M	0.53%	40
2025 Q2	$2.58M	Buy	131,120 +10,267	+8%	+$201K	0.39%	51
2025 Q1	$2.37M	Buy	120,853 +8,290	+7%	+$162K	0.41%	50
2024 Q4	$2.19M	Buy	112,563 +50,315	+81%	+$983K	0.38%	50
2024 Q3	$1.23M	Buy	62,248 +18,450	+42%	+$361K	0.23%	87
2024 Q2	$842K	Buy	+43,798	New	+$841K	0.17%	98

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

CRA Financial Services's BSCR Position: Q2 2026 in Review

CRA Financial Services reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2% in Q2 2026, selling an estimated $89.4K and leaving 219,463 shares worth $4.3M. The position accounts for 0.5% of the portfolio, ranked #43.

CRA Financial Services first reported a position in BSCR in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.4M in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

CRA Financial Services held 219,463 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $4.3M as of Q2 2026.
CRA Financial Services sold 4,551 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $89.4K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.5% of CRA Financial Services's portfolio in Q2 2026, its #43 holding.
CRA Financial Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
CRA Financial Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $4.4M in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.