LPL Financial’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

LPL Financial’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	$147M	Buy	7,504,308 +333,316	+5%	+$6.55M	0.03%	497
2026 Q1	$141M	Buy	7,170,992 +432,062	+6%	+$8.52M	0.04%	451
2025 Q4	$133M	Buy	6,738,930 +532,067	+9%	+$10.5M	0.04%	454
2025 Q3	$122M	Buy	6,206,863 +955,979	+18%	+$18.8M	0.04%	456
2025 Q2	$103M	Buy	5,250,884 +221,627	+4%	+$4.34M	0.03%	471
2025 Q1	$98.5M	Buy	5,029,257 +530,525	+12%	+$10.4M	0.04%	430
2024 Q4	$87.6M	Buy	4,498,732 +530,796	+13%	+$10.4M	0.04%	445
2024 Q3	$78.2M	Buy	3,967,936 +284,428	+8%	+$5.56M	0.03%	454
2024 Q2	$70.8M	Buy	3,683,508 +92,505	+3%	+$1.78M	0.04%	451
2024 Q1	$69.3M	Buy	3,591,003 +1,629,770	+83%	+$31.5M	0.04%	437
2023 Q4	$38.2M	Buy	1,961,233 +740,398	+61%	+$14M	0.02%	592
2023 Q3	$22.9M	Buy	1,220,835 +175,253	+17%	+$3.32M	0.02%	745
2023 Q2	$19.9M	Buy	1,045,582 +3,623	+0.3%	+$69.7K	0.01%	794
2023 Q1	$20.1M	Buy	1,041,959 +202,120	+24%	+$3.87M	0.02%	749
2022 Q4	$16M	Buy	839,839 +502,438	+149%	+$9.47M	0.01%	810
2022 Q3	$6.28M	Buy	337,401 +66,923	+25%	+$1.3M	0.01%	1216
2022 Q2	$5.24M	Buy	270,478 +119,236	+79%	+$2.34M	0.01%	1364
2022 Q1	$3.06M	Buy	151,242 +68,555	+83%	+$1.43M	﹤0.01%	1736
2021 Q4	$1.78M	Buy	82,687 +4,145	+5%	+$89.5K	﹤0.01%	2176
2021 Q3	$1.72M	Buy	78,542 +14,485	+23%	+$319K	﹤0.01%	2166
2021 Q2	$1.4M	Buy	64,057 +9,625	+18%	+$210K	﹤0.01%	2279
2021 Q1	$1.18M	Buy	54,432 +24,821	+84%	+$548K	﹤0.01%	2250
2020 Q4	$663K	Buy	29,611 +19,307	+187%	+$428K	﹤0.01%	2506
2020 Q3	$226K	Buy	+10,304	New	+$227K	﹤0.01%	3110

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 $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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial's BSCR Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 4.6% in Q2 2026, buying an estimated $6.55M and bringing the position to 7,504,308 shares worth $147M. The position accounts for 0.03% of the portfolio, ranked #497.

LPL Financial first reported a position in BSCR in Q3 2020 and has held it in 24 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

LPL Financial held 7,504,308 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $147M as of Q2 2026.
LPL Financial bought 333,316 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $6.55M.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #497 holding.
LPL Financial first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.