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

Pinnacle 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	$4.41M	Buy	224,776 +36,897	+20%	+$725K	1.08%	27
2026 Q1	$3.69M	Buy	187,879 +5,255	+3%	+$104K	1.01%	29
2025 Q4	$3.6M	Sell	182,624 -3,316	-2%	-$65.4K	1.05%	27
2025 Q3	$3.66M	Buy	185,940 +6,179	+3%	+$122K	1.11%	24
2025 Q2	$3.53M	Buy	179,761 +17,740	+11%	+$348K	1.18%	23
2025 Q1	$3.17M	Buy	+162,021	New	+$3.16M	1.15%	24

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

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

Pinnacle Financial Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 20% in Q2 2026, buying an estimated $725K and bringing the position to 224,776 shares worth $4.41M. The position accounts for 1.08% of the portfolio, ranked #27.

Pinnacle Financial Group first reported a position in BSCR in Q1 2025 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Pinnacle Financial Group held 224,776 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $4.41M as of Q2 2026.
Pinnacle Financial Group bought 36,897 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $725K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.08% of Pinnacle Financial Group's portfolio in Q2 2026, its #27 holding.
Pinnacle Financial Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.