Leavell Investment Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Leavell Investment Management’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	$1.57M	Sell	80,109 -2,280	-3%	-$44.8K	0.06%	264
2026 Q1	$1.62M	Sell	82,389 -6,293	-7%	-$124K	0.07%	252
2025 Q4	$1.75M	Buy	88,682 +56	+0.1%	+$1.1K	0.07%	233
2025 Q3	$1.75M	Buy	88,626 +45	+0.1%	+$886	0.07%	236
2025 Q2	$1.74M	Sell	88,581 -425	-0.5%	-$8.33K	0.08%	231
2025 Q1	$1.74M	Sell	89,006 -750	-0.8%	-$14.6K	0.09%	213
2024 Q4	$1.75M	Sell	89,756 -3,150	-3%	-$61.5K	0.09%	210
2024 Q3	$1.83M	Sell	92,906 -1,001	-1%	-$19.6K	0.09%	208
2024 Q2	$1.8M	Buy	93,907 +865	+0.9%	+$16.6K	0.1%	192
2024 Q1	$1.79M	Buy	93,042 +9,610	+12%	+$186K	0.1%	188
2023 Q4	$1.62M	Buy	83,432 +12,252	+17%	+$232K	0.1%	187
2023 Q3	$1.33M	Buy	71,180 +18,875	+36%	+$358K	0.09%	204
2023 Q2	$995K	Buy	52,305 +42,055	+410%	+$809K	0.07%	247
2023 Q1	$198K	Buy	+10,250	New	+$196K	0.01%	440

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

Leavell Investment Management's BSCR Position: Q2 2026 in Review

Leavell Investment Management reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.8% in Q2 2026, selling an estimated $44.8K and leaving 80,109 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #264.

Leavell Investment Management first reported a position in BSCR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.83M in Q3 2024. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Leavell Investment Management held 80,109 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.57M as of Q2 2026.
Leavell Investment Management sold 2,280 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $44.8K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.06% of Leavell Investment Management's portfolio in Q2 2026, its #264 holding.
Leavell Investment Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Leavell Investment Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.83M in Q3 2024.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.