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

Vista 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 		$1.13M Sell
57,840
-54,715
-49% -$1.07M 0.34% 82
2026
Q1 		$2.21M Sell
112,555
-43,868
-28% -$865K 0.73% 42
2025
Q4 		$3.09M Sell
156,423
-12,932
-8% -$255K 1.02% 29
2025
Q3 		$3.34M Sell
169,355
-4,074
-2% -$80.2K 1.16% 22
2025
Q2 		$3.41M Sell
173,429
-6,830
-4% -$134K 1.26% 20
2025
Q1 		$3.53M Sell
180,259
-3,988
-2% -$77.9K 1.38% 19
2024
Q4 		$3.59M Sell
184,247
-37,562
-17% -$734K 1.36% 18
2024
Q3 		$4.37M Sell
221,809
-2,245
-1% -$43.9K 1.65% 14
2024
Q2 		$4.31M Sell
224,054
-7,464
-3% -$143K 1.74% 13
2024
Q1 		$4.47M Buy
231,518
+10,638
+5% +$206K 1.82% 11
2023
Q4 		$4.3M Buy
220,880
+33,032
+18% +$626K 2% 10
2023
Q3 		$3.52M Buy
187,848
+7,631
+4% +$145K 1.85% 11
2023
Q2 		$3.43M Buy
180,217
+31,393
+21% +$604K 1.74% 11
2023
Q1 		$2.87M Buy
148,824
+129,512
+671% +$2.48M 1.52% 14
2022
Q4 		$367K Buy
+19,312
New +$364K 0.21% 122

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

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

Vista Investment Management reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 49% in Q2 2026, selling an estimated $1.07M and leaving 57,840 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #82.

Vista Investment Management first reported a position in BSCR in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.47M in Q1 2024. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Vista Investment Management held 57,840 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.13M as of Q2 2026.
  • Vista Investment Management sold 54,715 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $1.07M.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.34% of Vista Investment Management's portfolio in Q2 2026, its #82 holding.
  • Vista Investment Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Vista Investment Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $4.47M in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.