ORG Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

ORG Partners’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
2025 Q4	$7.64K	Hold	387	–	–	﹤0.01%	1085
2025 Q3	$7.63K	Sell	387 -24,878	-98%	-$490K	﹤0.01%	1026
2025 Q2	$497K	Sell	25,265 -9,604	-28%	-$188K	0.11%	172
2025 Q1	$683K	Buy	34,869 +9,144	+36%	+$179K	0.17%	111
2024 Q4	$501K	Hold	25,725	–	–	0.07%	187
2024 Q3	$507K	Hold	25,725	–	–	0.08%	165
2024 Q2	$494K	Buy	+25,725	New	+$494K	0.06%	247

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

ORG Partners's BSCR Position: Q4 2025 in Review

ORG Partners held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q4 2025 at 387 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

ORG Partners first reported a position in BSCR in Q2 2024 and has held it in 7 quarters since. The position peaked at $683K in Q1 2025. 383 funds tracked by Wall St. Rank hold BSCR as of Q4 2025.

ORG Partners held 387 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $7.64K as of Q4 2025.
ORG Partners left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q4 2025.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1085 holding.
ORG Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
ORG Partners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $683K in Q1 2025.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.