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

Foundations Investment 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	$557K	Sell	28,411 -1,537	-5%	-$30.2K	0.01%	745
2026 Q1	$588K	Sell	29,948 -733	-2%	-$14.4K	0.01%	665
2025 Q4	$606K	Sell	30,681 -1,544	-5%	-$30.5K	0.01%	648
2025 Q3	$635K	Sell	32,225 -757	-2%	-$14.9K	0.01%	594
2025 Q2	$648K	Buy	32,982 +184	+0.6%	+$3.6K	0.01%	526
2025 Q1	$643K	Buy	32,798 +552	+2%	+$10.8K	0.01%	509
2024 Q4	$628K	Sell	32,246 -420	-1%	-$8.21K	0.01%	497
2024 Q3	$644K	Buy	32,666 +11,988	+58%	+$234K	0.01%	457
2024 Q2	$397K	Buy	20,678 +6,165	+42%	+$118K	0.01%	547
2024 Q1	$280K	Buy	+14,513	New	+$280K	0.01%	597

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

Foundations Investment Advisors's BSCR Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 5.1% in Q2 2026, selling an estimated $30.2K and leaving 28,411 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #745.

Foundations Investment Advisors first reported a position in BSCR in Q1 2024 and has held it in 10 quarters since. The position peaked at $648K in Q2 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Foundations Investment Advisors held 28,411 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $557K as of Q2 2026.
Foundations Investment Advisors sold 1,537 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $30.2K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #745 holding.
Foundations Investment Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Foundations Investment Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $648K in Q2 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.