&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 Q2	$5M	Buy	255,014 +15,878	+7%	+$312K	0.02%	603
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 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

&Partners's BSCR Position: Q2 2026 in Review

&Partners increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 6.6% in Q2 2026, buying an estimated $312K and bringing the position to 255,014 shares worth $5M. The position accounts for 0.02% of the portfolio, ranked #603.

&Partners first reported a position in BSCR in Q2 2024 and has held it in 9 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

&Partners held 255,014 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $5M as of Q2 2026.
&Partners bought 15,878 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $312K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #603 holding.
&Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.