CX Institutional’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

CX Institutional’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	$30K	Sell	1,514 -944	-38%	-$18.5K	﹤0.01%	1070
2026 Q1	$48K	Buy	2,458 +26	+1%	+$513	﹤0.01%	980
2025 Q4	$48K	Buy	2,432 +38	+2%	+$750	﹤0.01%	972
2025 Q3	$47K	Buy	+2,394	New	+$47.1K	﹤0.01%	949
2022 Q3	–	Sell	-529	Closed	-$10K	–	539
2022 Q2	$10K	Buy	+529	New	+$10.4K	﹤0.01%	944

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

CX Institutional's BSCR Position: Q2 2026 in Review

CX Institutional reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 38% in Q2 2026, selling an estimated $18.5K and leaving 1,514 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

CX Institutional first reported a position in BSCR in Q2 2022 and has held it in 5 quarters since. The position peaked at $48K in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

CX Institutional held 1,514 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $30K as of Q2 2026.
CX Institutional sold 944 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $18.5K.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1070 holding.
CX Institutional first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2022 and has held it in 5 quarters since.
CX Institutional's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $48K in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.