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BOLTON SECURITIES CORPORATION’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$49K Hold
2,500
– – ﹤0.01% 1336
2026
Q1 		$49.1K Buy
+2,500
New +$49.3K ﹤0.01% 1231

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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 $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BSCR Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 2,500 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

BOLTON SECURITIES CORPORATION first reported a position in BSCR in Q1 2026 and has held it in 2 quarters since. The position peaked at $49.1K in Q1 2026. 409 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 2,500 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $49K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #1336 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $49.1K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.