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BSCR icon

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

&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
2026
Q1 		$4.69M Buy
239,136
+15,329
+7% +$302K 0.02% 543
2025
Q4 		$4.42M Buy
223,807
+94,281
+73% +$1.86M 0.02% 540
2025
Q3 		$2.55M Sell
129,526
-3,123
-2% -$61.5K 0.02% 653
2025
Q2 		$2.61M Buy
132,649
+110,366
+495% +$2.16M 0.02% 562
2025
Q1 		$436K Buy
22,283
+3,010
+16% +$58.8K ﹤0.01% 1204
2024
Q4 		$375K Buy
19,273
+5,844
+44% +$114K ﹤0.01% 1213
2024
Q3 		$265K Buy
13,429
+1,076
+9% +$21K 0.01% 1172
2024
Q2 		$237K Buy
+12,353
New +$237K 0.01% 793

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return