SNS Financial Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

SNS Financial Group’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	$53M	Buy	2,704,348 +789,845	+41%	+$15.5M	1.02%	26
2026 Q1	$37.6M	Buy	1,914,503 +96,668	+5%	+$1.91M	3.24%	9
2025 Q4	$35.9M	Buy	1,817,835 +49,994	+3%	+$986K	3.09%	10
2025 Q3	$34.8M	Buy	1,767,841 +92,488	+6%	+$1.82M	3.03%	9
2025 Q2	$32.9M	Buy	1,675,353 +90,014	+6%	+$1.76M	3.13%	9
2025 Q1	$31.1M	Buy	1,585,339 +142,664	+10%	+$2.79M	3.17%	10
2024 Q4	$28.1M	Buy	1,442,675 +193,863	+16%	+$3.79M	2.88%	12
2024 Q3	$24.6M	Buy	1,248,812 +1,230,726	+6,805%	+$24.1M	2.47%	14
2024 Q2	$348K	Buy	+18,086	New	+$347K	0.04%	133

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SNS Financial Group's BSCR Position: Q2 2026 in Review

SNS Financial Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 41% in Q2 2026, buying an estimated $15.5M and bringing the position to 2,704,348 shares worth $53M. The position accounts for 1.02% of the portfolio, ranked #26.

SNS Financial Group first reported a position in BSCR in Q2 2024 and has held it in 9 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

SNS Financial Group held 2,704,348 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $53M as of Q2 2026.
SNS Financial Group bought 789,845 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $15.5M.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.02% of SNS Financial Group's portfolio in Q2 2026, its #26 holding.
SNS Financial Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.