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

Sun 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
Q1 		$304K Sell
15,484
-1,995
-11% -$39.3K 0.15% 129
2025
Q4 		$345K Buy
+17,479
New +$345K 0.19% 117

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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Sun Financial's BSCR Position: Q1 2026 in Review

Sun Financial reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 11% in Q1 2026, selling an estimated $39.3K and leaving 15,484 shares worth $304K. The position accounts for 0.15% of the portfolio, ranked #129.

Sun Financial first reported a position in BSCR in Q4 2025 and has held it in 2 quarters since. The position peaked at $345K in Q4 2025. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Sun Financial held 15,484 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $304K as of Q1 2026.
  • Sun Financial sold 1,995 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $39.3K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.15% of Sun Financial's portfolio in Q1 2026, its #129 holding.
  • Sun Financial first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $345K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.