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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
Q2 		$199K Sell
10,121
-5,363
-35% -$105K 0.09% 161
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 $1.89T 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

Sun Financial's BSCR Position: Q2 2026 in Review

Sun Financial reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 35% in Q2 2026, selling an estimated $105K and leaving 10,121 shares worth $199K. The position accounts for 0.09% of the portfolio, ranked #161.

Sun Financial first reported a position in BSCR in Q4 2025 and has held it in 3 quarters since. The position peaked at $345K in Q4 2025. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Sun Financial held 10,121 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $199K as of Q2 2026.
  • Sun Financial sold 5,363 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $105K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.09% of Sun Financial's portfolio in Q2 2026, its #161 holding.
  • Sun Financial first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $345K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

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