UBS Group
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UBS Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

UBS Group’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 		$151M Sell
7,688,698
-541,911
-7% -$10.6M 0.02% 837
2026
Q1 		$162M Buy
8,230,609
+4,010,978
+95% +$79.1M 0.02% 724
2025
Q4 		$83.3M Sell
4,219,631
-14,024
-0.3% -$277K 0.01% 1157
2025
Q3 		$83.4M Buy
4,233,655
+232,664
+6% +$4.58M 0.01% 1169
2025
Q2 		$78.6M Buy
4,000,991
+393,716
+11% +$7.71M 0.01% 1140
2025
Q1 		$70.7M Buy
3,607,275
+379,775
+12% +$7.41M 0.01% 1169
2024
Q4 		$62.9M Buy
3,227,500
+333,705
+12% +$6.52M 0.01% 1254
2024
Q3 		$57.1M Buy
2,893,795
+34,571
+1% +$676K 0.01% 1063
2024
Q2 		$55M Buy
2,859,224
+115,730
+4% +$2.22M 0.01% 980
2024
Q1 		$52.9M Buy
2,743,494
+408,789
+18% +$7.9M 0.01% 1005
2023
Q4 		$45.4M Buy
2,334,705
+767,101
+49% +$14.5M 0.01% 1030
2023
Q3 		$29.4M Buy
1,567,604
+133,157
+9% +$2.52M 0.01% 1196
2023
Q2 		$27.3M Buy
1,434,447
+196,166
+16% +$3.77M 0.01% 1204
2023
Q1 		$23.9M Buy
1,238,281
+108,131
+10% +$2.07M 0.01% 1257
2022
Q4 		$21.5M Buy
1,130,150
+691,027
+157% +$13M 0.01% 1354
2022
Q3 		$8.17M Buy
439,123
+190,951
+77% +$3.7M ﹤0.01% 1958
2022
Q2 		$4.81M Sell
248,172
-130,956
-35% -$2.57M ﹤0.01% 2410
2022
Q1 		$7.66M Buy
379,128
+238,242
+169% +$4.95M ﹤0.01% 2149
2021
Q4 		$3.04M Buy
140,886
+22,725
+19% +$491K ﹤0.01% 3346
2021
Q3 		$2.58M Buy
118,161
+1,944
+2% +$42.8K ﹤0.01% 3355
2021
Q2 		$2.55M Buy
116,217
+9,957
+9% +$218K ﹤0.01% 3352
2021
Q1 		$2.3M Buy
106,260
+33,923
+47% +$748K ﹤0.01% 3421
2020
Q4 		$1.62M Buy
72,337
+16,414
+29% +$363K ﹤0.01% 3583
2020
Q3 		$1.23M Sell
55,923
-15,405
-22% -$340K ﹤0.01% 3493
2020
Q2 		$1.55M Sell
71,328
-3,979
-5% -$84K ﹤0.01% 3121
2020
Q1 		$1.49M Sell
75,307
-10,614
-12% -$221K ﹤0.01% 3032
2019
Q4 		$1.8M Buy
85,921
+14,262
+20% +$298K ﹤0.01% 3668
2019
Q3 		$1.5M Buy
71,659
+2,864
+4% +$59.4K ﹤0.01% 3596
2019
Q2 		$1.41M Buy
68,795
+19,616
+40% +$392K ﹤0.01% 3449
2019
Q1 		$972K Buy
49,179
+12,566
+34% +$242K ﹤0.01% 3614
2018
Q4 		$689K Buy
36,613
+3,907
+12% +$73.4K ﹤0.01% 4006
2018
Q3 		$623K Buy
32,706
+7,700
+31% +$147K ﹤0.01% 4253
2018
Q2 		$475K Buy
25,006
+7,421
+42% +$141K ﹤0.01% 4346
2018
Q1 		$340K Buy
17,585
+17,085
+3,417% +$333K ﹤0.01% 4452
2017
Q4 		$10K Buy
+500
New +$10K ﹤0.01% 7003

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group's BSCR Position: Q2 2026 in Review

UBS Group reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 6.6% in Q2 2026, selling an estimated $10.6M and leaving 7,688,698 shares worth $151M. The position accounts for 0.02% of the portfolio, ranked #837.

UBS Group first reported a position in BSCR in Q4 2017 and has held it in 35 quarters since. The position peaked at $162M in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • UBS Group held 7,688,698 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $151M as of Q2 2026.
  • UBS Group sold 541,911 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $10.6M.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #837 holding.
  • UBS Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • UBS Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $162M in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.