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

Summit Financial’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 		$4.48M Buy
228,533
+4,157
+2% +$81.7K 0.05% 375
2026
Q1 		$4.4M Buy
224,376
+1,040
+0.5% +$20.5K 0.06% 348
2025
Q4 		$4.41M Buy
223,336
+4,294
+2% +$84.7K 0.06% 292
2025
Q3 		$4.32M Buy
+219,042
New +$4.31M 0.07% 292

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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

Summit Financial's BSCR Position: Q2 2026 in Review

Summit Financial increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.9% in Q2 2026, buying an estimated $81.7K and bringing the position to 228,533 shares worth $4.48M. The position accounts for 0.05% of the portfolio, ranked #375.

Summit Financial first reported a position in BSCR in Q3 2025 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Summit Financial held 228,533 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $4.48M as of Q2 2026.
  • Summit Financial bought 4,157 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $81.7K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.05% of Summit Financial's portfolio in Q2 2026, its #375 holding.
  • Summit Financial first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.