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HM Payson & Co’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

HM Payson & Co’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
Q1 		$185K Sell
9,404
-2,114
-18% -$41.7K ﹤0.01% 448
2025
Q4 		$227K Buy
11,518
+10,233
+796% +$202K ﹤0.01% 401
2025
Q3 		$25.3K Hold
1,285
– – ﹤0.01% 804
2025
Q2 		$25.3K Sell
1,285
-126
-9% -$2.47K ﹤0.01% 756
2025
Q1 		$27.6K Buy
1,411
+1,285
+1,020% +$25.1K ﹤0.01% 742
2024
Q4 		$2.46K Buy
+126
New +$2.46K ﹤0.01% 948
2024
Q1 		– Sell
-1,305
Closed -$25.4K – 966
2023
Q4 		$25.4K Hold
1,305
– – ﹤0.01% 700
2023
Q3 		$24.4K Hold
1,305
– – ﹤0.01% 705
2023
Q2 		$24.8K Hold
1,305
– – ﹤0.01% 690
2023
Q1 		$25.2K Hold
1,305
– – ﹤0.01% 679
2022
Q4 		$24.8K Buy
+1,305
New +$24.6K ﹤0.01% 650

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return