Migdal Insurance & Financial Holdings’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Migdal Insurance & Financial Holdings’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	$730K	Sell	37,230 -9,862	-21%	-$194K	﹤0.01%	155
2026 Q1	$924K	Sell	47,092 -11,402	-19%	-$225K	0.01%	142
2025 Q4	$1.16M	Buy	58,494 +10,402	+22%	+$205K	0.01%	133
2025 Q3	$948K	Sell	48,092 -2,681	-5%	-$52.8K	0.01%	145
2025 Q2	$998K	Buy	50,773 +7,646	+18%	+$150K	0.01%	143
2025 Q1	$845K	Buy	43,127 +23,403	+119%	+$457K	0.01%	153
2024 Q4	$384K	Buy	19,724 +8,460	+75%	+$165K	0.01%	182
2024 Q3	$222K	Sell	11,264 -3,151	-22%	-$61.6K	﹤0.01%	210
2024 Q2	$277K	Buy	14,415 +2,188	+18%	+$42K	﹤0.01%	204
2024 Q1	$236K	Buy	12,227 +7,162	+141%	+$138K	﹤0.01%	203
2023 Q4	$99K	Buy	+5,065	New	+$96K	﹤0.01%	268

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

Migdal Insurance & Financial Holdings's BSCR Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 21% in Q2 2026, selling an estimated $194K and leaving 37,230 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Migdal Insurance & Financial Holdings first reported a position in BSCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Migdal Insurance & Financial Holdings held 37,230 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $730K as of Q2 2026.
Migdal Insurance & Financial Holdings sold 9,862 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $194K.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #155 holding.
Migdal Insurance & Financial Holdings first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Migdal Insurance & Financial Holdings's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.16M in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.