Coordinated Financial Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Coordinated Financial Services’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 Q1	$1.01M	Buy	51,453 +1,203	+2%	+$23.7K	0.58%	49
2025 Q4	$992K	Buy	50,250 +121	+0.2%	+$2.39K	0.57%	51
2025 Q3	$988K	Sell	50,129 -2,281	-4%	-$44.9K	0.63%	46
2025 Q2	$1.03M	Buy	52,410 +4,710	+10%	+$92.3K	0.71%	43
2025 Q1	$934K	Buy	47,700 +9,847	+26%	+$192K	0.72%	43
2024 Q4	$737K	Buy	+37,853	New	+$740K	0.58%	51
2024 Q2	$558K	Buy	29,036 +4,338	+18%	+$83.3K	0.48%	61
2024 Q1	$476K	Buy	+24,698	New	+$477K	0.42%	69

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Coordinated Financial Services's BSCR Position: Q1 2026 in Review

Coordinated Financial Services increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.4% in Q1 2026, buying an estimated $23.7K and bringing the position to 51,453 shares worth $1.01M. The position accounts for 0.58% of the portfolio, ranked #49.

Coordinated Financial Services first reported a position in BSCR in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q2 2025. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Coordinated Financial Services held 51,453 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.01M as of Q1 2026.
Coordinated Financial Services bought 1,203 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $23.7K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.58% of Coordinated Financial Services's portfolio in Q1 2026, its #49 holding.
Coordinated Financial Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.03M in Q2 2025.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.