Cornerstone Planning’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Cornerstone Planning’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	$6.92M	Buy	352,681 +9,118	+3%	+$179K	1.6%	18
2026 Q1	$6.75M	Sell	343,563 -96,456	-22%	-$1.9M	1.52%	19
2025 Q4	$8.69M	Buy	+440,019	New	+$8.68M	2.02%	13
2024 Q4	$2.72M	Buy	+139,729	New	+$2.73M	1.04%	20

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

Cornerstone Planning's BSCR Position: Q2 2026 in Review

Cornerstone Planning increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.7% in Q2 2026, buying an estimated $179K and bringing the position to 352,681 shares worth $6.92M. The position accounts for 1.6% of the portfolio, ranked #18.

Cornerstone Planning first reported a position in BSCR in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.69M in Q4 2025. 402 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Cornerstone Planning held 352,681 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $6.92M as of Q2 2026.
Cornerstone Planning bought 9,118 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $179K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.6% of Cornerstone Planning's portfolio in Q2 2026, its #18 holding.
Cornerstone Planning first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
Cornerstone Planning's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $8.69M in Q4 2025.
402 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.