Fidelity Investments
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Fidelity Investments’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Fidelity Investments’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 		$44.2K Buy
2,254
+338
+18% +$6.64K ﹤0.01% 4360
2026
Q1 		$37.6K Sell
1,916
-1,850
-49% -$36.5K ﹤0.01% 4249
2025
Q4 		$74.3K Buy
3,766
+1,539
+69% +$30.4K ﹤0.01% 3903
2025
Q3 		$43.9K Buy
2,227
+1,079
+94% +$21.2K ﹤0.01% 4035
2025
Q2 		$22.6K Sell
1,148
-47
-4% -$921 ﹤0.01% 4245
2025
Q1 		$23.4K Sell
1,195
-1,634
-58% -$31.9K ﹤0.01% 4166
2024
Q4 		$55.1K Buy
2,829
+1,595
+129% +$31.2K ﹤0.01% 3806
2024
Q3 		$24.3K Buy
1,234
+1,215
+6,395% +$23.8K ﹤0.01% 4094
2024
Q2 		$365 Hold
19
– – ﹤0.01% 4888
2024
Q1 		$367 Sell
19
-2,121
-99% -$41K ﹤0.01% 4869
2023
Q4 		$41.6K Buy
2,140
+2,092
+4,358% +$39.6K ﹤0.01% 3594
2023
Q3 		$899 Buy
48
+18
+60% +$341 ﹤0.01% 4655
2023
Q2 		$571 Buy
+30
New +$577 ﹤0.01% 4792
2022
Q3 		– Sell
-38
Closed -$1K – 4874
2022
Q2 		$1K Sell
38
-69
-64% -$1.35K ﹤0.01% 4674
2022
Q1 		$2K Buy
+107
New +$2.23K ﹤0.01% 4632

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

Fidelity Investments's BSCR Position: Q2 2026 in Review

Fidelity Investments increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 18% in Q2 2026, buying an estimated $6.64K and bringing the position to 2,254 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4360.

Fidelity Investments first reported a position in BSCR in Q1 2022 and has held it in 15 quarters since. The position peaked at $74.3K in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Fidelity Investments held 2,254 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $44.2K as of Q2 2026.
  • Fidelity Investments bought 338 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $6.64K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4360 holding.
  • Fidelity Investments first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Fidelity Investments's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $74.3K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.