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Equitable Holdings’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Equitable Holdings’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 		$5.04M Buy
255,117
+6,146
+2% +$121K 0.03% 430
2025
Q4 		$4.91M Buy
248,971
+37,629
+18% +$743K 0.03% 380
2025
Q3 		$4.17M Buy
211,342
+13,249
+7% +$261K 0.03% 399
2025
Q2 		$3.89M Buy
198,093
+14,991
+8% +$294K 0.03% 386
2025
Q1 		$3.59M Sell
183,102
-101,343
-36% -$1.98M 0.03% 368
2024
Q4 		$5.54M Buy
284,445
+31,747
+13% +$620K 0.05% 266
2024
Q3 		$4.98M Sell
252,698
-166,459
-40% -$3.25M 0.05% 280
2024
Q2 		$8.06M Buy
419,157
+3,830
+0.9% +$73.5K 0.08% 188
2024
Q1 		$8.01M Buy
415,327
+87,255
+27% +$1.69M 0.09% 175
2023
Q4 		$6.38M Buy
328,072
+54,739
+20% +$1.04M 0.08% 188
2023
Q3 		$5.12M Buy
273,333
+137,524
+101% +$2.61M 0.07% 199
2023
Q2 		$2.58M Buy
135,809
+114,154
+527% +$2.2M 0.04% 295
2023
Q1 		$418K Buy
+21,655
New +$415K 0.01% 691

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Equitable Holdings's BSCR Position: Q1 2026 in Review

Equitable Holdings increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.5% in Q1 2026, buying an estimated $121K and bringing the position to 255,117 shares worth $5.04M. The position accounts for 0.03% of the portfolio, ranked #430.

Equitable Holdings first reported a position in BSCR in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.06M in Q2 2024. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Equitable Holdings held 255,117 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $5.04M as of Q1 2026.
  • Equitable Holdings bought 6,146 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $121K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #430 holding.
  • Equitable Holdings first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Equitable Holdings's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $8.06M in Q2 2024.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.