Jim Simons’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Jim Simons’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	–	Sell	-44,702	Closed	-$882K	–	3281
2025 Q4	$882K	Sell	44,702 -528,198	-92%	-$10.4M	﹤0.01%	2348
2025 Q3	$11.3M	Sell	572,900 -286,900	-33%	-$5.65M	0.01%	1034
2025 Q2	$16.9M	Sell	859,800 -381,792	-31%	-$7.48M	0.02%	787
2025 Q1	$24.3M	Buy	1,241,592 +918,892	+285%	+$17.9M	0.04%	586
2024 Q4	$6.29M	Buy	322,700 +125,500	+64%	+$2.45M	0.01%	1303
2024 Q3	$3.89M	Buy	197,200 +103,135	+110%	+$2.02M	0.01%	1602
2024 Q2	$1.81M	Buy	94,065 +58,563	+165%	+$1.12M	﹤0.01%	1937
2024 Q1	$685K	Buy	35,502 +6,402	+22%	+$124K	﹤0.01%	2713
2023 Q4	$566K	Buy	+29,100	New	+$552K	﹤0.01%	2727

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Jim Simons's BSCR Position: Q1 2026 in Review

Jim Simons sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2026, closing a stake of 44,702 shares — an estimated $882K sold.

Jim Simons first reported a position in BSCR in Q4 2023 and held it in 9 quarters. The position peaked at $24.3M in Q1 2025. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Jim Simons reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 44,702 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $882K.
Jim Simons first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
Jim Simons's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $24.3M in Q1 2025.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.