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

Summit Investment 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 		$8.51M Buy
432,241
+13,344
+3% +$261K 7.02% 3
2025
Q1 		$8.21M Buy
418,897
+13,088
+3% +$256K 7.31% 2
2024
Q4 		$7.91M Buy
+405,809
New +$7.93M 7.03% 3

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

Summit Investment Advisors's BSCR Position: Q2 2025 in Review

Summit Investment Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 3.2% in Q2 2025, buying an estimated $261K and bringing the position to 432,241 shares worth $8.51M. The position accounts for 7.02% of the portfolio, ranked #3.

Summit Investment Advisors first reported a position in BSCR in Q4 2024 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold BSCR as of Q2 2025.

  • Summit Investment Advisors held 432,241 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $8.51M as of Q2 2025.
  • Summit Investment Advisors bought 13,344 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2025, an estimated $261K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 7.02% of Summit Investment Advisors's portfolio in Q2 2025, its #3 holding.
  • Summit Investment Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.