CFCI
BSCR icon

Comprehensive Financial Consultants Institutional’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$724K Buy
36,894
+255
+0.7% +$5.01K 0.19% 122
2026
Q1 		$719K Sell
36,639
-797
-2% -$15.7K 0.21% 115
2025
Q4 		$739K Sell
37,436
-1,985
-5% -$39.2K 0.22% 111
2025
Q3 		$777K Sell
39,421
-989
-2% -$19.5K 0.24% 107
2025
Q2 		$794K Buy
40,410
+615
+2% +$12K 0.26% 111
2025
Q1 		$780K Buy
39,795
+2,537
+7% +$49.5K 0.28% 104
2024
Q4 		$726K Buy
37,258
+133
+0.4% +$2.6K 0.26% 106
2024
Q3 		$732K Buy
37,125
+515
+1% +$10.1K 0.27% 107
2024
Q2 		$704K Hold
36,610
– – 0.28% 104
2024
Q1 		$706K Buy
36,610
+4,002
+12% +$77.3K 0.29% 102
2023
Q4 		$634K Sell
32,608
-822
-2% -$15.6K 0.3% 103
2023
Q3 		$626K Sell
33,430
-164
-0.5% -$3.11K 0.33% 98
2023
Q2 		$642K Sell
33,594
-708
-2% -$13.6K 0.34% 99
2023
Q1 		$662K Buy
34,302
+1,818
+6% +$34.8K 0.37% 93
2022
Q4 		$631K Buy
32,484
+4,650
+17% +$87.6K 0.38% 95
2022
Q3 		$514K Buy
27,834
+5,835
+27% +$113K 0.34% 101
2022
Q2 		$427K Buy
21,999
+1,180
+6% +$23.1K 0.3% 110
2022
Q1 		$406K Sell
20,819
-54
-0.3% -$1.12K 0.28% 108
2021
Q4 		$431K Buy
+20,873
New +$451K 0.28% 102

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's BSCR Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.7% in Q2 2026, buying an estimated $5.01K and bringing the position to 36,894 shares worth $724K. The position accounts for 0.19% of the portfolio, ranked #122.

Comprehensive Financial Consultants Institutional first reported a position in BSCR in Q4 2021 and has held it in 19 quarters since. The position peaked at $794K in Q2 2025. 83 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 36,894 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $724K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 255 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $5.01K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.19% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #122 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $794K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.