Milestones Private Investment Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Milestones Private Investment Advisors’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	$2.54M	Sell	129,693 -1,307	-1%	-$25.7K	2.03%	12
2026 Q1	$2.57M	Sell	131,000 -3,468	-3%	-$68.4K	2.26%	17
2025 Q4	$2.65M	Buy	134,468 +5,509	+4%	+$109K	1.83%	18
2025 Q3	$2.54M	Buy	128,959 +9,565	+8%	+$188K	1.74%	18
2025 Q2	$2.35M	Buy	+119,394	New	+$2.34M	1.74%	18

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

Milestones Private Investment Advisors's BSCR Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1% in Q2 2026, selling an estimated $25.7K and leaving 129,693 shares worth $2.54M. The position accounts for 2.03% of the portfolio, ranked #12.

Milestones Private Investment Advisors first reported a position in BSCR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.65M in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Milestones Private Investment Advisors held 129,693 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $2.54M as of Q2 2026.
Milestones Private Investment Advisors sold 1,307 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $25.7K.
Invesco BulletShares 2027 Corporate Bond ETF made up 2.03% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #12 holding.
Milestones Private Investment Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.65M in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.