Raymond James Financial’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Raymond James Financial’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	$118M	Buy	6,036,134 +1,780,297	+42%	+$35.1M	0.04%	448
2025 Q4	$84M	Buy	4,255,837 +357,978	+9%	+$7.06M	0.03%	579
2025 Q3	$76.8M	Buy	3,897,859 +246,971	+7%	+$4.86M	0.02%	591
2025 Q2	$71.7M	Sell	3,650,888 -244,284	-6%	-$4.79M	0.02%	587
2025 Q1	$76.3M	Buy	3,895,172 +42,346	+1%	+$827K	0.03%	527
2024 Q4	$75.1M	Buy	+3,852,826	New	+$75.3M	0.03%	526

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial's BSCR Position: Q1 2026 in Review

Raymond James Financial increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 42% in Q1 2026, buying an estimated $35.1M and bringing the position to 6,036,134 shares worth $118M. The position accounts for 0.04% of the portfolio, ranked #448.

Raymond James Financial first reported a position in BSCR in Q4 2024 and has held it in 6 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Raymond James Financial held 6,036,134 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $118M as of Q1 2026.
Raymond James Financial bought 1,780,297 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $35.1M.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.04% of Raymond James Financial's portfolio in Q1 2026, its #448 holding.
Raymond James Financial first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.