Gladstone Institutional Advisory’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Gladstone Institutional Advisory’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	$2.94M	Buy	149,681 +3,431	+2%	+$67.4K	0.09%	224
2026 Q1	$2.87M	Buy	146,250 +7,859	+6%	+$155K	0.11%	201
2025 Q4	$2.73M	Buy	138,391 +847	+0.6%	+$16.7K	0.1%	211
2025 Q3	$2.71M	Buy	137,544 +4,172	+3%	+$82.1K	0.1%	199
2025 Q2	$2.62M	Sell	133,372 -596	-0.4%	-$11.7K	0.11%	199
2025 Q1	$2.62M	Buy	133,968 +6,375	+5%	+$124K	0.12%	187
2024 Q4	$2.49M	Buy	127,593 +2,863	+2%	+$55.9K	0.12%	190
2024 Q3	$2.46M	Buy	124,730 +3,477	+3%	+$68K	0.12%	192
2024 Q2	$2.33M	Buy	121,253 +29,503	+32%	+$566K	0.12%	198
2024 Q1	$1.77M	Buy	91,750 +6,103	+7%	+$118K	0.1%	223
2023 Q4	$1.67M	Sell	85,647 -49,920	-37%	-$946K	0.09%	217
2023 Q3	$2.54M	Buy	135,567 +24,763	+22%	+$469K	0.16%	157
2023 Q2	$2.11M	Buy	110,804 +17,008	+18%	+$327K	0.13%	189
2023 Q1	$1.81M	Buy	93,796 +2,058	+2%	+$39.4K	0.12%	205
2022 Q4	$1.74M	Sell	91,738 -13,919	-13%	-$262K	0.12%	202
2022 Q3	$1.97M	Buy	+105,657	New	+$2.05M	0.15%	168

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

Gladstone Institutional Advisory's BSCR Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.3% in Q2 2026, buying an estimated $67.4K and bringing the position to 149,681 shares worth $2.94M. The position accounts for 0.09% of the portfolio, ranked #224.

Gladstone Institutional Advisory first reported a position in BSCR in Q3 2022 and has held it in 16 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Gladstone Institutional Advisory held 149,681 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $2.94M as of Q2 2026.
Gladstone Institutional Advisory bought 3,431 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $67.4K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.09% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #224 holding.
Gladstone Institutional Advisory first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.