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

Sovran 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
2025
Q2 		– Sell
-23,736
Closed -$465K – 493
2025
Q1 		$465K Buy
+23,736
New +$463K 0.06% 299

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sovran Advisors's BSCR Position: Q2 2025 in Review

Sovran Advisors sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2025, closing a stake of 23,736 shares — an estimated $465K sold.

Sovran Advisors first reported a position in BSCR in Q1 2025 and held it in 1 quarter. The position peaked at $465K in Q1 2025. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

  • Sovran Advisors reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sovran Advisors sold 23,736 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $465K.
  • Sovran Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Sovran Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $465K in Q1 2025.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Sovran Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.