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

Savant Capital’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 		$300K Sell
15,274
-970
-6% -$19.1K ﹤0.01% 1506
2026
Q1 		$319K Buy
16,244
+2,184
+16% +$43.1K ﹤0.01% 1141
2025
Q4 		$278K Sell
14,060
-1,206
-8% -$23.8K ﹤0.01% 1102
2025
Q3 		$301K Buy
15,266
+292
+2% +$5.75K ﹤0.01% 1030
2025
Q2 		$294K Buy
14,974
+562
+4% +$11K ﹤0.01% 965
2025
Q1 		$282K Sell
14,412
-5,959
-29% -$116K ﹤0.01% 865
2024
Q4 		$397K Buy
20,371
+134
+0.7% +$2.62K ﹤0.01% 980
2024
Q3 		$399K Buy
20,237
+136
+0.7% +$2.66K ﹤0.01% 973
2024
Q2 		$386K Buy
20,101
+2,058
+11% +$39.5K ﹤0.01% 887
2024
Q1 		$348K Sell
18,043
-792
-4% -$15.3K ﹤0.01% 851
2023
Q4 		$366K Buy
18,835
+875
+5% +$16.6K ﹤0.01% 644
2023
Q3 		$336K Buy
17,960
+144
+0.8% +$2.73K 0.01% 621
2023
Q2 		$339K Buy
17,816
+26
+0.1% +$500 0.01% 621
2023
Q1 		$343K Buy
+17,790
New +$341K 0.01% 558

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

Savant Capital's BSCR Position: Q2 2026 in Review

Savant Capital reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 6% in Q2 2026, selling an estimated $19.1K and leaving 15,274 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Savant Capital first reported a position in BSCR in Q1 2023 and has held it in 14 quarters since. The position peaked at $399K in Q3 2024. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Savant Capital held 15,274 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $300K as of Q2 2026.
  • Savant Capital sold 970 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $19.1K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1506 holding.
  • Savant Capital first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Savant Capital's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $399K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.