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 Q2	$729K	Buy	37,164 +5,194	+16%	+$102K	0.01%	904
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 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

Principal Securities's BSCR Position: Q2 2026 in Review

Principal Securities increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 16% in Q2 2026, buying an estimated $102K and bringing the position to 37,164 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #904.

Principal Securities first reported a position in BSCR in Q4 2023 and has held it in 11 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Principal Securities held 37,164 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $729K as of Q2 2026.
Principal Securities bought 5,194 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $102K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #904 holding.
Principal Securities first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.