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

Proficio Capital 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	$775K	Buy	39,531 +415	+1%	+$8.15K	0.03%	238
2026 Q1	$768K	Buy	39,116 +404	+1%	+$7.96K	0.04%	148
2025 Q4	$764K	Buy	38,712 +412	+1%	+$8.13K	0.05%	139
2025 Q3	$755K	Buy	38,300 +421	+1%	+$8.29K	0.05%	109
2025 Q2	$744K	Buy	37,879 +24,765	+189%	+$485K	0.05%	187
2025 Q1	$257K	Buy	+13,114	New	+$256K	0.02%	322

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

Proficio Capital Partners's BSCR Position: Q2 2026 in Review

Proficio Capital Partners increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.1% in Q2 2026, buying an estimated $8.15K and bringing the position to 39,531 shares worth $775K. The position accounts for 0.03% of the portfolio, ranked #238.

Proficio Capital Partners 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.

Proficio Capital Partners held 39,531 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $775K as of Q2 2026.
Proficio Capital Partners bought 415 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $8.15K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.03% of Proficio Capital Partners's portfolio in Q2 2026, its #238 holding.
Proficio Capital Partners 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 Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.