Everpar Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Everpar Advisors’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	$1.5M	Buy	76,599 +8,001	+12%	+$157K	0.43%	51
2026 Q1	$1.35M	Buy	68,598 +4,640	+7%	+$91.5K	0.46%	46
2025 Q4	$1.26M	Buy	63,958 +2,456	+4%	+$48.5K	0.47%	46
2025 Q3	$1.21M	Buy	61,502 +33,830	+122%	+$666K	0.48%	41
2025 Q2	$544K	Buy	27,672 +11,167	+68%	+$219K	0.25%	103
2025 Q1	$323K	Buy	16,505 +2,928	+22%	+$57.2K	0.17%	166
2024 Q4	$264K	Buy	+13,577	New	+$265K	0.13%	206

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

Everpar Advisors's BSCR Position: Q2 2026 in Review

Everpar Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 12% in Q2 2026, buying an estimated $157K and bringing the position to 76,599 shares worth $1.5M. The position accounts for 0.43% of the portfolio, ranked #51.

Everpar Advisors first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Everpar Advisors held 76,599 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.5M as of Q2 2026.
Everpar Advisors bought 8,001 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $157K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.43% of Everpar Advisors's portfolio in Q2 2026, its #51 holding.
Everpar Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.