Morgan Stanley
BSCR icon

Morgan Stanley’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Morgan Stanley’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 		$201M Sell
10,263,779
-46,953
-0.5% -$922K 0.01% 1039
2026
Q1 		$202M Sell
10,310,732
-71,284
-0.7% -$1.41M 0.01% 939
2025
Q4 		$205M Buy
10,382,016
+1,023,790
+11% +$20.2M 0.01% 928
2025
Q3 		$184M Buy
9,358,226
+475,873
+5% +$9.37M 0.01% 983
2025
Q2 		$175M Buy
8,882,353
+234,329
+3% +$4.59M 0.01% 948
2025
Q1 		$169M Buy
8,648,024
+148,964
+2% +$2.91M 0.01% 934
2024
Q4 		$166M Buy
8,499,060
+274,736
+3% +$5.37M 0.01% 930
2024
Q3 		$162M Sell
8,224,324
-92,681
-1% -$1.81M 0.01% 940
2024
Q2 		$160M Buy
8,317,005
+270,457
+3% +$5.19M 0.01% 904
2024
Q1 		$155M Buy
8,046,548
+837,706
+12% +$16.2M 0.01% 918
2023
Q4 		$140M Buy
7,208,842
+984,995
+16% +$18.7M 0.01% 955
2023
Q3 		$117M Buy
6,223,847
+1,138,315
+22% +$21.6M 0.01% 976
2023
Q2 		$96.8M Buy
5,085,532
+2,007,058
+65% +$38.6M 0.01% 1116
2023
Q1 		$59.4M Buy
3,078,474
+509,212
+20% +$9.76M 0.01% 1401
2022
Q4 		$48.8M Buy
2,569,262
+618,360
+32% +$11.7M 0.01% 1521
2022
Q3 		$36.3M Buy
1,950,902
+475,965
+32% +$9.23M ﹤0.01% 1577
2022
Q2 		$28.6M Buy
1,474,937
+262,555
+22% +$5.14M ﹤0.01% 1890
2022
Q1 		$24.5M Sell
1,212,382
-136,764
-10% -$2.84M ﹤0.01% 1908
2021
Q4 		$29.1M Buy
1,349,146
+120,634
+10% +$2.61M ﹤0.01% 1769
2021
Q3 		$26.8M Buy
1,228,512
+266,571
+28% +$5.86M ﹤0.01% 1782
2021
Q2 		$21.1M Buy
961,941
+261,986
+37% +$5.72M ﹤0.01% 2090
2021
Q1 		$15.1M Buy
699,955
+146,953
+27% +$3.24M ﹤0.01% 2218
2020
Q4 		$12.4M Sell
553,002
-76,662
-12% -$1.7M ﹤0.01% 2287
2020
Q3 		$13.8M Buy
629,664
+29,702
+5% +$655K ﹤0.01% 1758
2020
Q2 		$13.1M Buy
599,962
+25,630
+4% +$541K ﹤0.01% 1737
2020
Q1 		$11.4M Buy
574,332
+131,780
+30% +$2.74M ﹤0.01% 1668
2019
Q4 		$9.27M Buy
442,552
+24,011
+6% +$502K ﹤0.01% 2506
2019
Q3 		$8.73M Buy
418,541
+26,667
+7% +$553K ﹤0.01% 2269
2019
Q2 		$8.04M Buy
391,874
+131,172
+50% +$2.62M ﹤0.01% 2396
2019
Q1 		$5.16M Buy
260,702
+18,662
+8% +$360K ﹤0.01% 2681
2018
Q4 		$4.56M Buy
242,040
+74,289
+44% +$1.39M ﹤0.01% 3013
2018
Q3 		$3.19M Buy
167,751
+68,861
+70% +$1.32M ﹤0.01% 3625
2018
Q2 		$1.88M Buy
98,890
+34,826
+54% +$663K ﹤0.01% 4136
2018
Q1 		$1.24M Buy
64,064
+63,571
+12,895% +$1.24M ﹤0.01% 4394
2017
Q4 		$10K Buy
+493
New +$9.87K ﹤0.01% 6212

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley's BSCR Position: Q2 2026 in Review

Morgan Stanley reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.46% in Q2 2026, selling an estimated $922K and leaving 10,263,779 shares worth $201M. The position accounts for 0.01% of the portfolio, ranked #1039.

Morgan Stanley first reported a position in BSCR in Q4 2017 and has held it in 35 quarters since. The position peaked at $205M in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Morgan Stanley held 10,263,779 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $201M as of Q2 2026.
  • Morgan Stanley sold 46,953 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $922K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1039 holding.
  • Morgan Stanley first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Morgan Stanley's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $205M in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.