JY
BSCR icon

Jeff Yass’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Jeff Yass’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 		– Sell
-233,328
Closed -$4.58M – 13420
2026
Q1 		$4.58M Buy
+233,328
New +$4.6M ﹤0.01% 4391
2025
Q4 		– Sell
-18,114
Closed -$357K – 12397
2025
Q3 		$357K Sell
18,114
-33,005
-65% -$650K ﹤0.01% 9717
2025
Q2 		$1M Buy
+51,119
New +$1M ﹤0.01% 7411
2025
Q1 		– Sell
-110,050
Closed -$2.14M – 12525
2024
Q4 		$2.14M Buy
110,050
+72,065
+190% +$1.41M ﹤0.01% 5162
2024
Q3 		$749K Buy
+37,985
New +$743K ﹤0.01% 7488
2024
Q2 		– Sell
-191,509
Closed -$3.69M – 12079
2024
Q1 		$3.69M Buy
191,509
+120,386
+169% +$2.33M ﹤0.01% 4142
2023
Q4 		$1.38M Buy
+71,123
New +$1.35M ﹤0.01% 6191
2023
Q2 		– Sell
-234,109
Closed -$4.52M – 12104
2023
Q1 		$4.52M Buy
+234,109
New +$4.49M ﹤0.01% 3610
2020
Q4 		– Sell
-49,644
Closed -$1.09M – 11028
2020
Q3 		$1.09M Buy
49,644
+459
+0.9% +$10.1K ﹤0.01% 5884
2020
Q2 		$1.07M Sell
49,185
-13,647
-22% -$288K ﹤0.01% 5766
2020
Q1 		$1.24M Buy
62,832
+36,088
+135% +$751K ﹤0.01% 4881
2019
Q4 		$560K Buy
+26,744
New +$559K ﹤0.01% 6760
2019
Q3 		– Sell
-62,378
Closed -$1.28M – 10165
2019
Q2 		$1.28M Sell
62,378
-88,610
-59% -$1.77M ﹤0.01% 5124
2019
Q1 		$2.98M Buy
+150,988
New +$2.91M ﹤0.01% 3135

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

Jeff Yass's BSCR Position: Q2 2026 in Review

Jeff Yass sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026, closing a stake of 233,328 shares — an estimated $4.58M sold.

Jeff Yass first reported a position in BSCR in Q1 2019 and held it in 14 quarters. The position peaked at $4.58M in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Jeff Yass reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 233,328 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $4.58M.
  • Jeff Yass first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2019 and held it in 14 quarters.
  • Jeff Yass's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $4.58M in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.