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

Vantage Point 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	$954K	Sell	48,654 -57	-0.1%	-$1.12K	0.29%	65
2026 Q1	$956K	Sell	48,711 -858	-2%	-$16.9K	0.34%	62
2025 Q4	$978K	Sell	49,569 -583	-1%	-$11.5K	0.35%	57
2025 Q3	$988K	Sell	50,152 -4,644	-8%	-$91.4K	0.38%	53
2025 Q2	$1.08M	Sell	54,796 -790	-1%	-$15.5K	0.47%	45
2025 Q1	$1.09M	Buy	55,586 +5,094	+10%	+$99.5K	0.55%	41
2024 Q4	$984K	Buy	+50,492	New	+$987K	0.53%	39

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

Vantage Point Financial's BSCR Position: Q2 2026 in Review

Vantage Point Financial reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.12% in Q2 2026, selling an estimated $1.12K and leaving 48,654 shares worth $954K. The position accounts for 0.29% of the portfolio, ranked #65.

Vantage Point Financial first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Vantage Point Financial held 48,654 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $954K as of Q2 2026.
Vantage Point Financial sold 57 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $1.12K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.29% of Vantage Point Financial's portfolio in Q2 2026, its #65 holding.
Vantage Point Financial first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.09M in Q1 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.