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Ramiah Investment Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Ramiah Investment 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 		$550K Sell
28,015
-169
-0.6% -$3.32K 0.42% 33
2026
Q1 		$553K Sell
28,184
-1,293
-4% -$25.5K 0.48% 29
2025
Q4 		$582K Buy
29,477
+12,748
+76% +$252K 0.5% 31
2025
Q3 		$330K Sell
16,729
-31
-0.2% -$610 0.29% 55
2025
Q2 		$329K Sell
16,760
-984
-6% -$19.3K 0.35% 53
2025
Q1 		$348K Sell
17,744
-5,387
-23% -$105K 0.33% 47
2024
Q4 		$451K Buy
23,131
+4,653
+25% +$90.9K 0.41% 47
2024
Q3 		$364K Buy
18,478
+1,804
+11% +$35.3K 0.34% 55
2024
Q2 		$320K Buy
16,674
+1,630
+11% +$31.3K 0.31% 53
2024
Q1 		$290K Buy
15,044
+1,572
+12% +$30.4K 0.27% 56
2023
Q4 		$262K Buy
13,472
+352
+3% +$6.67K 0.25% 57
2023
Q3 		$246K Buy
13,120
+1,450
+12% +$27.5K 0.26% 52
2023
Q2 		$222K Sell
11,670
-576
-5% -$11.1K 0.22% 53
2023
Q1 		$236K Buy
12,246
+743
+6% +$14.2K 0.21% 51
2022
Q4 		$219K Sell
11,503
-432
-4% -$8.14K 0.42% 45
2022
Q3 		$222K Sell
11,935
-264
-2% -$5.12K 0.47% 47
2022
Q2 		$236K Sell
12,199
-281
-2% -$5.51K 0.19% 54
2022
Q1 		$252K Sell
12,480
-179
-1% -$3.72K 0.17% 52
2021
Q4 		$273K Buy
12,659
+996
+9% +$21.5K 0.18% 50
2021
Q3 		$255K Buy
11,663
+1,552
+15% +$34.1K 0.18% 64
2021
Q2 		$222K Buy
+10,111
New +$221K 0.16% 64

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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

Ramiah Investment Group's BSCR Position: Q2 2026 in Review

Ramiah Investment Group reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.6% in Q2 2026, selling an estimated $3.32K and leaving 28,015 shares worth $550K. The position accounts for 0.42% of the portfolio, ranked #33.

Ramiah Investment Group first reported a position in BSCR in Q2 2021 and has held it in 21 quarters since. The position peaked at $582K in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Ramiah Investment Group held 28,015 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $550K as of Q2 2026.
  • Ramiah Investment Group sold 169 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $3.32K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.42% of Ramiah Investment Group's portfolio in Q2 2026, its #33 holding.
  • Ramiah Investment Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Ramiah Investment Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $582K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Ramiah Investment Group's 13F filing for Q2 2026, filed 16 Jul 2026.