United Capital Financial Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

United Capital Financial 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
2026 Q2	$493K	Sell	25,115 -8,090	-24%	-$159K	﹤0.01%	1129
2026 Q1	$652K	Buy	33,205 +3,010	+10%	+$59.3K	﹤0.01%	938
2025 Q4	$596K	Buy	30,195 +5,540	+22%	+$109K	﹤0.01%	907
2025 Q3	$486K	Buy	24,655 +3,320	+16%	+$65.4K	﹤0.01%	867
2025 Q2	$419K	Buy	21,335 +2,400	+13%	+$47K	﹤0.01%	825
2025 Q1	$371K	Sell	18,935 -5,050	-21%	-$98.6K	﹤0.01%	830
2024 Q4	$467K	Buy	23,985 +4,200	+21%	+$82.1K	﹤0.01%	750
2024 Q3	$390K	Buy	19,785 +2,550	+15%	+$49.9K	﹤0.01%	791
2024 Q2	$331K	Buy	17,235 +5,345	+45%	+$103K	﹤0.01%	813
2024 Q1	$229K	Buy	+11,890	New	+$230K	﹤0.01%	971

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

United Capital Financial Advisors's BSCR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 24% in Q2 2026, selling an estimated $159K and leaving 25,115 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

United Capital Financial Advisors first reported a position in BSCR in Q1 2024 and has held it in 10 quarters since. The position peaked at $652K in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

United Capital Financial Advisors held 25,115 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $493K as of Q2 2026.
United Capital Financial Advisors sold 8,090 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $159K.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1129 holding.
United Capital Financial Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
United Capital Financial Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $652K in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.