Fidelity Investments
BSCR icon

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
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 $25.5B 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return