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

HighTower 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	$8.28M	Buy	421,872 +6,379	+2%	+$125K	0.01%	1010
2026 Q1	$8.15M	Buy	415,493 +62,873	+18%	+$1.24M	0.01%	969
2025 Q4	$6.96M	Buy	352,620 +10,129	+3%	+$200K	0.01%	1020
2025 Q3	$6.75M	Buy	342,491 +3,487	+1%	+$68.6K	0.01%	1022
2025 Q2	$6.66M	Sell	339,004 -60,853	-15%	-$1.19M	0.01%	974
2025 Q1	$7.83M	Buy	399,857 +8,494	+2%	+$166K	0.01%	864
2024 Q4	$7.62M	Buy	391,363 +23,947	+7%	+$468K	0.01%	869
2024 Q3	$7.23M	Buy	367,416 +8,663	+2%	+$169K	0.01%	882
2024 Q2	$6.89M	Buy	358,753 +33,094	+10%	+$635K	0.01%	865
2024 Q1	$6.28M	Sell	325,659 -184,094	-36%	-$3.56M	0.01%	873
2023 Q4	$9.91M	Sell	509,753 -399,597	-44%	-$7.57M	0.02%	703
2023 Q3	$17M	Sell	909,350 -91,134	-9%	-$1.73M	0.03%	495
2023 Q2	$19M	Sell	1,000,484 -5,524	-0.5%	-$106K	0.04%	442
2023 Q1	$19.4M	Buy	1,006,008 +109,420	+12%	+$2.1M	0.04%	411
2022 Q4	$17M	Buy	896,588 +731,033	+442%	+$13.8M	0.04%	443
2022 Q3	$3.06M	Buy	+165,555	New	+$3.21M	0.01%	1011
2022 Q1	–	Sell	-12,230	Closed	-$263K	–	3428
2021 Q4	$263K	Sell	12,230 -5,550	-31%	-$120K	﹤0.01%	2558
2021 Q3	$389K	Hold	17,780	–	–	﹤0.01%	2237
2021 Q2	$390K	Hold	17,780	–	–	﹤0.01%	2191
2021 Q1	$384K	Sell	17,780 -10,999	-38%	-$243K	﹤0.01%	2140
2020 Q4	$646K	Buy	+28,779	New	+$637K	﹤0.01%	1488
2020 Q1	–	Sell	-10,836	Closed	-$227K	–	2241
2019 Q4	$227K	Buy	10,836 +88	+0.8%	+$1.84K	﹤0.01%	1887
2019 Q3	$224K	Buy	10,748 +91	+0.9%	+$1.89K	﹤0.01%	1995
2019 Q2	$219K	Buy	10,657 +97	+0.9%	+$1.94K	﹤0.01%	1998
2019 Q1	$209K	Buy	+10,560	New	+$204K	﹤0.01%	1935

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

HighTower Advisors's BSCR Position: Q2 2026 in Review

HighTower Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.5% in Q2 2026, buying an estimated $125K and bringing the position to 421,872 shares worth $8.28M. The position accounts for 0.01% of the portfolio, ranked #1010.

HighTower Advisors first reported a position in BSCR in Q1 2019 and has held it in 25 quarters since. The position peaked at $19.4M in Q1 2023. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

HighTower Advisors held 421,872 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $8.28M as of Q2 2026.
HighTower Advisors bought 6,379 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $125K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1010 holding.
HighTower Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2019 and has held it in 25 quarters since.
HighTower Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $19.4M in Q1 2023.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.