Foundry Financial Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Foundry Financial Group’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	$223K	Hold	11,358	–	–	0.1%	71
2026 Q1	$223K	Buy	11,358 +1,199	+12%	+$23.6K	0.11%	63
2025 Q4	$201K	Hold	10,159	–	–	0.1%	66
2025 Q3	$200K	Hold	10,159	–	–	0.11%	65
2025 Q2	$200K	Hold	10,159	–	–	0.11%	63
2025 Q1	$199K	Hold	10,159	–	–	0.12%	58
2024 Q4	$198K	Hold	10,159	–	–	0.12%	60
2024 Q3	$200K	Hold	10,159	–	–	0.13%	59
2024 Q2	$195K	Hold	10,159	–	–	0.13%	53
2024 Q1	$196K	Buy	+10,159	New	+$196K	0.14%	57

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

Foundry Financial Group's BSCR Position: Q2 2026 in Review

Foundry Financial Group held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 11,358 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #71.

Foundry Financial Group first reported a position in BSCR in Q1 2024 and has held it in 10 quarters since. The position peaked at $223K in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Foundry Financial Group held 11,358 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $223K as of Q2 2026.
Foundry Financial Group left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.1% of Foundry Financial Group's portfolio in Q2 2026, its #71 holding.
Foundry Financial Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Foundry Financial Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $223K in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.