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

Nations Financial Group’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	$492K	Buy	25,095 +11	+0%	+$216	0.02%	545
2026 Q1	$492K	Buy	25,084 +188	+0.8%	+$3.71K	0.03%	541
2025 Q4	$491K	Buy	24,896 +511	+2%	+$10.1K	0.03%	531
2025 Q3	$481K	Buy	24,385 +12	+0%	+$236	0.03%	497
2025 Q2	$479K	Sell	24,373 -530	-2%	-$10.4K	0.03%	463
2025 Q1	$488K	Buy	24,903 +1,268	+5%	+$24.8K	0.04%	431
2024 Q4	$460K	Buy	23,635 +1,023	+5%	+$20K	0.03%	452
2024 Q3	$446K	Buy	22,612 +23	+0.1%	+$450	0.03%	472
2024 Q2	$434K	Buy	22,589 +1,048	+5%	+$20.1K	0.04%	447
2024 Q1	$416K	Buy	21,541 +534	+3%	+$10.3K	0.04%	463
2023 Q4	$409K	Buy	21,007 +1,341	+7%	+$25.4K	0.04%	435
2023 Q3	$368K	Buy	19,666 +15	+0.1%	+$284	0.04%	445
2023 Q2	$374K	Buy	19,651 +1,049	+6%	+$20.2K	0.04%	444
2023 Q1	$359K	Buy	18,602 +13	+0.1%	+$249	0.04%	446
2022 Q4	$353K	Buy	18,589 +12	+0.1%	+$226	0.04%	432
2022 Q3	$346K	Buy	18,577 +10	+0.1%	+$194	0.05%	373
2022 Q2	$360K	Buy	18,567 +8	+0%	+$157	0.05%	369
2022 Q1	$375K	Buy	18,559 +8	+0%	+$166	0.05%	372
2021 Q4	$400K	Buy	18,551 +8	+0%	+$173	0.05%	332
2021 Q3	$405K	Buy	18,543 +7,907	+74%	+$174K	0.06%	303
2021 Q2	$233K	Buy	+10,636	New	+$232K	0.04%	369

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

Nations Financial Group's BSCR Position: Q2 2026 in Review

Nations Financial Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.04% in Q2 2026, buying an estimated $216 and bringing the position to 25,095 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #545.

Nations Financial Group first reported a position in BSCR in Q2 2021 and has held it in 21 quarters since. The position peaked at $492K in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Nations Financial Group held 25,095 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $492K as of Q2 2026.
Nations Financial Group bought 11 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $216.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #545 holding.
Nations Financial Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
Nations Financial Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $492K in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.