GRP
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Global Retirement Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Global Retirement Partners’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 		$111K Buy
+5,672
New +$111K ﹤0.01% 1986
2025
Q4 		$47K Sell
2,383
-1,912
-45% -$37.7K ﹤0.01% 2391
2025
Q3 		$84.7K Sell
4,295
-1,138
-21% -$22.4K ﹤0.01% 1591
2025
Q2 		$107K Buy
+5,433
New +$106K ﹤0.01% 1400
2024
Q4 		$105K Buy
5,410
+12
+0.2% +$234 ﹤0.01% 1244
2024
Q3 		$106K Buy
5,398
+12
+0.2% +$235 ﹤0.01% 1209
2024
Q2 		$104K Buy
5,386
+2,086
+63% +$40K ﹤0.01% 1179
2024
Q1 		$63.7K Buy
3,300
+11
+0.3% +$213 ﹤0.01% 1297
2023
Q4 		$64K Buy
3,289
+11
+0.3% +$208 ﹤0.01% 1252
2023
Q3 		$61.2K Buy
3,278
+10
+0.3% +$189 ﹤0.01% 1174
2023
Q2 		$62.2K Sell
3,268
-1,263
-28% -$24.3K ﹤0.01% 1166
2023
Q1 		$88.1K Buy
4,531
+2,310
+104% +$44.3K ﹤0.01% 976
2022
Q4 		$42.2K Buy
2,221
+1,936
+679% +$36.5K ﹤0.01% 1164
2022
Q3 		$5K Hold
285
– – ﹤0.01% 1910
2022
Q2 		$6K Hold
285
– – ﹤0.01% 1807
2022
Q1 		$6K Buy
+285
New +$5.93K ﹤0.01% 1812

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

Global Retirement Partners's BSCR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026: 5,672 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #1986 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BSCR as recently as Q4 2025.

Global Retirement Partners first reported a position in BSCR in Q1 2022 and has held it in 16 quarters since. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Global Retirement Partners held 5,672 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $111K as of Q2 2026.
  • Invesco BulletShares 2027 Corporate Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1986 holding.
  • Global Retirement Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • 405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.