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HUB Investment Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

HUB Investment 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 		$9.47M Buy
482,539
+62,523
+15% +$1.23M 0.17% 113
2026
Q1 		$8.24M Sell
420,016
-223,880
-35% -$4.41M 0.2% 110
2025
Q4 		$12.7M Buy
643,896
+17,921
+3% +$354K 0.33% 63
2025
Q3 		$12.3M Buy
625,975
+3,603
+0.6% +$70.9K 0.41% 60
2025
Q2 		$12.2M Buy
622,372
+24,540
+4% +$481K 0.41% 61
2025
Q1 		$11.7M Buy
597,832
+246,475
+70% +$4.81M 0.46% 58
2024
Q4 		$6.84M Sell
351,357
-66,064
-16% -$1.29M 0.29% 86
2024
Q3 		$8.23M Buy
417,421
+21,645
+5% +$423K 0.36% 72
2024
Q2 		$7.61M Buy
395,776
+51,074
+15% +$980K 0.29% 74
2024
Q1 		$6.65M Buy
344,702
+24,998
+8% +$483K 0.36% 68
2023
Q4 		$6.22M Buy
319,704
+16,716
+6% +$317K 0.42% 58
2023
Q3 		$5.68M Buy
302,988
+2,972
+1% +$56.3K 0.86% 29
2023
Q2 		$5.71M Buy
300,016
+11,718
+4% +$225K 0.95% 28
2023
Q1 		$5.57M Buy
288,298
+43,315
+18% +$830K 1.15% 21
2022
Q4 		$4.65M Buy
244,983
+50,633
+26% +$954K 1.02% 21
2022
Q3 		$3.62M Sell
194,350
-297
-0.2% -$5.76K 1.09% 21
2022
Q2 		$3.77M Buy
194,647
+13,132
+7% +$257K 1.18% 18
2022
Q1 		$3.67M Buy
+181,515
New +$3.77M 0.86% 25
2021
Q1 		– Sell
-15,663
Closed -$344K – 228
2020
Q4 		$344K Buy
+15,663
New +$347K 0.16% 112

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

HUB Investment Partners's BSCR Position: Q2 2026 in Review

HUB Investment Partners increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 15% in Q2 2026, buying an estimated $1.23M and bringing the position to 482,539 shares worth $9.47M. The position accounts for 0.17% of the portfolio, ranked #113.

HUB Investment Partners first reported a position in BSCR in Q4 2020 and has held it in 19 quarters since. The position peaked at $12.7M in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • HUB Investment Partners held 482,539 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $9.47M as of Q2 2026.
  • HUB Investment Partners bought 62,523 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $1.23M.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.17% of HUB Investment Partners's portfolio in Q2 2026, its #113 holding.
  • HUB Investment Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • HUB Investment Partners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $12.7M in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.