Richmond Investment Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Richmond Investment Services’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	$1.41M	Sell	71,745 -66,633	-48%	-$1.31M	0.45%	39
2026 Q1	$2.72M	Sell	138,378 -8,604	-6%	-$170K	0.44%	39
2025 Q4	$2.9M	Buy	146,982 +18,467	+14%	+$364K	0.5%	35
2025 Q3	$2.53M	Sell	128,515 -4,219	-3%	-$83.1K	0.47%	36
2025 Q2	$2.61M	Buy	132,734 +76,696	+137%	+$1.5M	0.55%	33
2025 Q1	$1.1M	Buy	56,038 +576	+1%	+$11.2K	0.6%	36
2024 Q4	$1.08M	Buy	+55,462	New	+$1.08M	0.61%	35

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

Richmond Investment Services's BSCR Position: Q2 2026 in Review

Richmond Investment Services reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 48% in Q2 2026, selling an estimated $1.31M and leaving 71,745 shares worth $1.41M. The position accounts for 0.45% of the portfolio, ranked #39.

Richmond Investment Services first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.9M in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Richmond Investment Services held 71,745 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.41M as of Q2 2026.
Richmond Investment Services sold 66,633 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $1.31M.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.45% of Richmond Investment Services's portfolio in Q2 2026, its #39 holding.
Richmond Investment Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.9M in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.