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

OneDigital 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	$1.81M	Buy	92,055 +29,315	+47%	+$576K	0.02%	535
2026 Q1	$1.23M	Buy	62,740 +9,725	+18%	+$192K	0.01%	615
2025 Q4	$1.05M	Buy	53,015 +19,527	+58%	+$385K	0.01%	662
2025 Q3	$660K	Buy	33,488 +3,045	+10%	+$59.9K	0.01%	820
2025 Q2	$598K	Hold	30,443	–	–	0.01%	834
2025 Q1	$596K	Sell	30,443 -4,084	-12%	-$79.7K	0.01%	795
2024 Q4	$673K	Buy	34,527 +3,372	+11%	+$65.9K	0.01%	775
2024 Q3	$614K	Buy	31,155 +2,301	+8%	+$45K	0.01%	858
2024 Q2	$555K	Buy	28,854 +9,676	+50%	+$186K	0.01%	859
2024 Q1	$370K	Sell	19,178 -6,363	-25%	-$123K	0.01%	842
2023 Q4	$497K	Buy	25,541 +13,692	+116%	+$259K	0.01%	715
2023 Q3	$222K	Buy	+11,849	New	+$225K	﹤0.01%	906

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

OneDigital Investment Advisors's BSCR Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 47% in Q2 2026, buying an estimated $576K and bringing the position to 92,055 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #535.

OneDigital Investment Advisors first reported a position in BSCR in Q3 2023 and has held it in 12 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

OneDigital Investment Advisors held 92,055 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.81M as of Q2 2026.
OneDigital Investment Advisors bought 29,315 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $576K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #535 holding.
OneDigital Investment Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.