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Principal Securities’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Principal Securities’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 		$627K Sell
31,970
-844
-3% -$16.6K 0.01% 888
2025
Q4 		$648K Sell
32,814
-1,373
-4% -$27.1K 0.01% 837
2025
Q3 		$674K Buy
34,187
+6,946
+25% +$137K 0.01% 799
2025
Q2 		$535K Buy
27,241
+3,176
+13% +$62.2K 0.01% 829
2025
Q1 		$469K Buy
24,065
+592
+3% +$11.6K 0.01% 800
2024
Q4 		$457K Buy
23,473
+1,481
+7% +$28.9K 0.01% 808
2024
Q3 		$434K Buy
21,992
+1,977
+10% +$38.7K 0.01% 808
2024
Q2 		$385K Buy
20,015
+5,628
+39% +$108K 0.01% 798
2024
Q1 		$278K Buy
14,387
+1,556
+12% +$30.1K 0.01% 890
2023
Q4 		$250K Buy
+12,831
New +$243K 0.01% 859

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