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Diversified Portfolios Inc’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Diversified Portfolios Inc’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
-13,655
Closed -$270K – 177
2025
Q4 		$270K Buy
+13,655
New +$269K 0.02% 164

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Diversified Portfolios Inc's BSCR Position: Q1 2026 in Review

Diversified Portfolios Inc sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2026, closing a stake of 13,655 shares — an estimated $270K sold.

Diversified Portfolios Inc first reported a position in BSCR in Q4 2025 and held it in 1 quarter. The position peaked at $270K in Q4 2025. 402 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Diversified Portfolios Inc reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Diversified Portfolios Inc sold 13,655 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $270K.
  • Diversified Portfolios Inc first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Diversified Portfolios Inc's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $270K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.