Diversify Advisory Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Diversify Advisory 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	$1.97M	Buy	+100,523	New	+$1.97M	0.03%	419
2026 Q1	–	Sell	-85,157	Closed	-$1.68M	–	289
2025 Q4	$1.68M	Buy	85,157 +20,104	+31%	+$397K	0.05%	254
2025 Q3	$1.28M	Buy	65,053 +13,853	+27%	+$273K	0.04%	305
2025 Q2	$1.01M	Buy	51,200 +2,477	+5%	+$48.5K	0.04%	324
2025 Q1	$956K	Buy	48,723 +159	+0.3%	+$3.1K	0.06%	226
2024 Q4	$944K	Buy	+48,564	New	+$949K	0.05%	236

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

Diversify Advisory Services's BSCR Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026: 100,523 shares worth $1.97M. The stake represents 0.03% of the portfolio and ranks #419 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BSCR as recently as Q4 2025.

Diversify Advisory Services first reported a position in BSCR in Q4 2024 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Diversify Advisory Services held 100,523 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.97M as of Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #419 holding.
Diversify Advisory Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.