Crews Bank & Trust’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Crews Bank & Trust’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	$486K	Sell	24,795 -2,550	-9%	-$50.1K	0.06%	152
2026 Q1	$537K	Hold	27,345	–	–	0.08%	143
2025 Q4	$540K	Hold	27,345	–	–	0.08%	145
2025 Q3	$539K	Sell	27,345 -365	-1%	-$7.19K	0.08%	139
2025 Q2	$545K	Buy	27,710 +1,550	+6%	+$30.4K	0.09%	128
2025 Q1	$512K	Hold	26,160	–	–	0.09%	131
2024 Q4	$510K	Buy	+26,160	New	+$511K	0.09%	130

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

Crews Bank & Trust's BSCR Position: Q2 2026 in Review

Crews Bank & Trust reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 9.3% in Q2 2026, selling an estimated $50.1K and leaving 24,795 shares worth $486K. The position accounts for 0.06% of the portfolio, ranked #152.

Crews Bank & Trust first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $545K in Q2 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Crews Bank & Trust held 24,795 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $486K as of Q2 2026.
Crews Bank & Trust sold 2,550 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $50.1K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.06% of Crews Bank & Trust's portfolio in Q2 2026, its #152 holding.
Crews Bank & Trust first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $545K in Q2 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.