Seek First’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Seek First’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	$404K	Sell	20,607 -2,740	-12%	-$53.8K	0.26%	45
2026 Q1	$458K	Buy	23,347 +857	+4%	+$16.9K	0.32%	41
2025 Q4	$444K	Buy	22,490 +808	+4%	+$15.9K	0.31%	43
2025 Q3	$427K	Buy	21,682 +4,404	+25%	+$86.7K	0.31%	41
2025 Q2	$340K	Buy	17,278 +6,099	+55%	+$119K	0.28%	43
2025 Q1	$219K	Buy	+11,179	New	+$218K	0.19%	49

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

Seek First's BSCR Position: Q2 2026 in Review

Seek First reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 12% in Q2 2026, selling an estimated $53.8K and leaving 20,607 shares worth $404K. The position accounts for 0.26% of the portfolio, ranked #45.

Seek First first reported a position in BSCR in Q1 2025 and has held it in 6 quarters since. The position peaked at $458K in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Seek First held 20,607 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $404K as of Q2 2026.
Seek First sold 2,740 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $53.8K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.26% of Seek First's portfolio in Q2 2026, its #45 holding.
Seek First first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Seek First's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $458K in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.