Sequoia Financial Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Sequoia Financial 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	$216K	Sell	11,027 -10,623	-49%	-$209K	﹤0.01%	1928
2026 Q1	$425K	Sell	21,650 -343	-2%	-$6.76K	﹤0.01%	1365
2025 Q4	$434K	Buy	+21,993	New	+$434K	﹤0.01%	1360

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

Sequoia Financial Advisors's BSCR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 49% in Q2 2026, selling an estimated $209K and leaving 11,027 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

Sequoia Financial Advisors first reported a position in BSCR in Q4 2025 and has held it in 3 quarters since. The position peaked at $434K in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Sequoia Financial Advisors held 11,027 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $216K as of Q2 2026.
Sequoia Financial Advisors sold 10,623 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $209K.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1928 holding.
Sequoia Financial Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Sequoia Financial Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $434K in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.