Unified Investment Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Unified Investment Management’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	$627K	Buy	31,940 +2,500	+8%	+$49.1K	0.58%	59
2026 Q1	$578K	Buy	29,440 +1,400	+5%	+$27.6K	0.59%	62
2025 Q4	$554K	Hold	28,040	–	–	0.55%	64
2025 Q3	$553K	Hold	28,040	–	–	0.55%	66
2025 Q2	$551K	Buy	28,040 +140	+0.5%	+$2.74K	0.59%	66
2025 Q1	$547K	Hold	27,900	–	–	0.65%	55
2024 Q4	$543K	Buy	+27,900	New	+$545K	0.62%	60

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Unified Investment Management's BSCR Position: Q2 2026 in Review

Unified Investment Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 8.5% in Q2 2026, buying an estimated $49.1K and bringing the position to 31,940 shares worth $627K. The position accounts for 0.58% of the portfolio, ranked #59.

Unified Investment Management first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Unified Investment Management held 31,940 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $627K as of Q2 2026.
Unified Investment Management bought 2,500 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $49.1K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.58% of Unified Investment Management's portfolio in Q2 2026, its #59 holding.
Unified Investment Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.