Sentinel Pension Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Sentinel Pension Advisors’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	$857K	Sell	43,580 -4,402	-9%	-$86.5K	0.11%	69
2026 Q1	$942K	Sell	47,982 -4,420	-8%	-$87.1K	0.14%	58
2025 Q4	$1.03M	Sell	52,402 -315,882	-86%	-$6.23M	0.16%	57
2025 Q3	$7.26M	Sell	368,284 -12,447	-3%	-$245K	1.16%	15
2025 Q2	$7.48M	Sell	380,731 -769	-0.2%	-$15.1K	1.26%	15
2025 Q1	$7.47M	Buy	381,500 +1,948	+0.5%	+$38K	1.38%	14
2024 Q4	$7.39M	Sell	379,552 -11,578	-3%	-$226K	1.37%	14
2024 Q3	$7.71M	Sell	391,130 -13,081	-3%	-$256K	1.49%	13
2024 Q2	$7.77M	Sell	404,211 -32,545	-7%	-$625K	1.61%	13
2024 Q1	$8.43M	Buy	436,756 +134,821	+45%	+$2.6M	1.8%	11
2023 Q4	$5.87M	Buy	+301,935	New	+$5.72M	1.4%	13

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

Sentinel Pension Advisors's BSCR Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 9.2% in Q2 2026, selling an estimated $86.5K and leaving 43,580 shares worth $857K. The position accounts for 0.11% of the portfolio, ranked #69.

Sentinel Pension Advisors first reported a position in BSCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.43M in Q1 2024. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Sentinel Pension Advisors held 43,580 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $857K as of Q2 2026.
Sentinel Pension Advisors sold 4,402 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $86.5K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.11% of Sentinel Pension Advisors's portfolio in Q2 2026, its #69 holding.
Sentinel Pension Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Sentinel Pension Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $8.43M in Q1 2024.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.