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

Creative 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 Q1	$2.09M	Sell	106,670 -509	-0.5%	-$10K	﹤0.01%	1852
2025 Q4	$2.12M	Sell	107,179 -35,211	-25%	-$695K	﹤0.01%	1691
2025 Q3	$2.81M	Sell	142,390 -10,866	-7%	-$214K	﹤0.01%	1276
2025 Q2	$3.01M	Sell	153,256 -6,978	-4%	-$137K	﹤0.01%	1033
2025 Q1	$3.14M	Buy	160,234 +50,715	+46%	+$990K	﹤0.01%	912
2024 Q4	$2.13M	Buy	109,519 +81,868	+296%	+$1.6M	﹤0.01%	1095
2024 Q3	$545K	Sell	27,651 -8,461	-23%	-$165K	﹤0.01%	2029
2024 Q2	$694K	Buy	36,112 +2,519	+7%	+$48.3K	﹤0.01%	1678
2024 Q1	$648K	Buy	33,593 +5,206	+18%	+$101K	﹤0.01%	1659
2023 Q4	$552K	Buy	28,387 +4,719	+20%	+$89.4K	﹤0.01%	1653
2023 Q3	$443K	Hold	23,668	–	–	﹤0.01%	1639
2023 Q2	$450K	Hold	23,668	–	–	﹤0.01%	1623
2023 Q1	$457K	Sell	23,668 -53	-0.2%	-$1.02K	﹤0.01%	1524
2022 Q4	$451K	Buy	+23,721	New	+$447K	﹤0.01%	1489

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

Creative Planning's BSCR Position: Q1 2026 in Review

Creative Planning reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.47% in Q1 2026, selling an estimated $10K and leaving 106,670 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Creative Planning first reported a position in BSCR in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.14M in Q1 2025. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Creative Planning held 106,670 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $2.09M as of Q1 2026.
Creative Planning sold 509 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $10K.
Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1852 holding.
Creative Planning first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Creative Planning's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $3.14M in Q1 2025.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.