CWS
BSCR icon

Cypress Wealth Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Cypress Wealth 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 		$895K Buy
45,622
+2,777
+6% +$54.6K 0.11% 144
2026
Q1 		$841K Sell
42,845
-5,782
-12% -$114K 0.12% 137
2025
Q4 		$960K Sell
48,627
-1,493
-3% -$29.5K 0.13% 124
2025
Q3 		$988K Buy
50,120
+2,752
+6% +$54.2K 0.16% 108
2025
Q2 		$931K Sell
47,368
-721
-1% -$14.1K 0.17% 105
2025
Q1 		$942K Buy
48,089
+225
+0.5% +$4.39K 0.19% 92
2024
Q4 		$932K Sell
47,864
-495
-1% -$9.67K 0.19% 88
2024
Q3 		$954K Buy
48,359
+5,429
+13% +$106K 0.2% 89
2024
Q2 		$825K Sell
42,930
-2,142
-5% -$41.1K 0.18% 92
2024
Q1 		$869K Buy
45,072
+564
+1% +$10.9K 0.2% 89
2023
Q4 		$866K Sell
44,508
-1,039
-2% -$19.7K 0.22% 84
2023
Q3 		$853K Sell
45,547
-742
-2% -$14.1K 0.24% 86
2023
Q2 		$885K Buy
46,289
+21,227
+85% +$408K 0.23% 85
2023
Q1 		$484K Buy
25,062
+4,211
+20% +$80.7K 0.14% 129
2022
Q4 		$396K Hold
20,851
– – 0.13% 147
2022
Q3 		$388K Hold
20,851
– – 0.13% 138
2022
Q2 		$404K Hold
20,851
– – 0.13% 139
2022
Q1 		$421K Hold
20,851
– – 0.11% 139
2021
Q4 		$449K Sell
20,851
-1,916
-8% -$41.4K 0.12% 128
2021
Q3 		$497K Buy
22,767
+1,426
+7% +$31.4K 0.15% 106
2021
Q2 		$468K Sell
21,341
-5,041
-19% -$110K 0.13% 142
2021
Q1 		$570K Hold
26,382
– – 0.12% 139
2020
Q4 		$591K Buy
+26,382
New +$584K 0.13% 124
2020
Q3 		– Sell
-30,122
Closed -$665K – 295
2020
Q2 		$656K Buy
+30,122
New +$636K 0.16% 123

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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

Cypress Wealth Services's BSCR Position: Q2 2026 in Review

Cypress Wealth Services increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 6.5% in Q2 2026, buying an estimated $54.6K and bringing the position to 45,622 shares worth $895K. The position accounts for 0.11% of the portfolio, ranked #144.

Cypress Wealth Services first reported a position in BSCR in Q2 2020 and has held it in 24 quarters since. The position peaked at $988K in Q3 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Cypress Wealth Services held 45,622 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $895K as of Q2 2026.
  • Cypress Wealth Services bought 2,777 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $54.6K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.11% of Cypress Wealth Services's portfolio in Q2 2026, its #144 holding.
  • Cypress Wealth Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Cypress Wealth Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $988K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.