Focus Partners Wealth
BSCR icon

Focus Partners Wealth’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Focus Partners Wealth’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 		– Sell
-677,778
Closed -$13.3M – 2792
2026
Q1 		$13.3M Buy
677,778
+31,933
+5% +$629K 0.01% 630
2025
Q4 		$12.7M Buy
645,845
+123,649
+24% +$2.44M 0.01% 623
2025
Q3 		$10.3M Buy
522,196
+14,418
+3% +$284K 0.02% 553
2025
Q2 		$9.98M Buy
507,778
+11,035
+2% +$216K 0.02% 497
2025
Q1 		$9.73M Sell
496,743
-87,159
-15% -$1.7M 0.02% 481
2024
Q4 		$11.4M Buy
583,902
+31,261
+6% +$611K 0.03% 439
2024
Q3 		$10.9M Buy
552,641
+37,233
+7% +$728K 0.03% 391
2024
Q2 		$9.91M Buy
515,408
+30,133
+6% +$578K 0.03% 390
2024
Q1 		$9.36M Buy
485,275
+41,293
+9% +$798K 0.08% 227
2023
Q4 		$8.64M Buy
+443,982
New +$8.41M 0.11% 171

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

Focus Partners Wealth's BSCR Position: Q2 2026 in Review

Focus Partners Wealth sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026, closing a stake of 677,778 shares — an estimated $13.3M sold.

Focus Partners Wealth first reported a position in BSCR in Q4 2023 and held it in 10 quarters. The position peaked at $13.3M in Q1 2026. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Focus Partners Wealth reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 677,778 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $13.3M.
  • Focus Partners Wealth first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and held it in 10 quarters.
  • Focus Partners Wealth's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $13.3M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.