Shufro Rose & Co’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Shufro Rose & Co’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	$1.03M	Sell	52,737 -17,951	-25%	-$353K	0.06%	123
2026 Q1	$1.39M	Hold	70,688	–	–	0.09%	101
2025 Q4	$1.4M	Buy	70,688 +14,421	+26%	+$285K	0.09%	90
2025 Q3	$1.1M	Hold	56,267	–	–	0.09%	111
2025 Q2	$1.1M	Hold	56,267	–	–	0.09%	111
2025 Q1	$1.1M	Hold	56,267	–	–	0.09%	111
2024 Q4	$1.1M	Buy	56,267 +5,850	+12%	+$114K	0.08%	110
2024 Q3	$969K	Hold	50,417	–	–	0.08%	114
2024 Q2	$969K	Hold	50,417	–	–	0.08%	114
2024 Q1	$973K	Buy	+50,417	New	+$974K	0.08%	113

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

Shufro Rose & Co's BSCR Position: Q2 2026 in Review

Shufro Rose & Co reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 25% in Q2 2026, selling an estimated $353K and leaving 52,737 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #123.

Shufro Rose & Co first reported a position in BSCR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Shufro Rose & Co held 52,737 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.03M as of Q2 2026.
Shufro Rose & Co sold 17,951 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $353K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.06% of Shufro Rose & Co's portfolio in Q2 2026, its #123 holding.
Shufro Rose & Co first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Shufro Rose & Co's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.4M in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.