CI
BSCR icon

CX Institutional’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

CX 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
Q3 		$30K Buy
1,530
+16
+1% +$314 ﹤0.01% 1127
2026
Q2 		$30K Sell
1,514
-944
-38% -$18.5K ﹤0.01% 1070
2026
Q1 		$48K Buy
2,458
+26
+1% +$513 ﹤0.01% 980
2025
Q4 		$48K Buy
2,432
+38
+2% +$750 ﹤0.01% 972
2025
Q3 		$47K Buy
+2,394
New +$47.1K ﹤0.01% 949
2022
Q3 		– Sell
-529
Closed -$10K – 539
2022
Q2 		$10K Buy
+529
New +$10.4K ﹤0.01% 944

Other funds holding BSCR

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

CX Institutional's BSCR Position: Q3 2026 in Review

CX Institutional increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.1% in Q3 2026, buying an estimated $314 and bringing the position to 1,530 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

CX Institutional first reported a position in BSCR in Q2 2022 and has held it in 6 quarters since. The position peaked at $48K in Q1 2026. 22 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

  • CX Institutional held 1,530 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $30K as of Q3 2026.
  • CX Institutional bought 16 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $314.
  • Invesco BulletShares 2027 Corporate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1127 holding.
  • CX Institutional first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2022 and has held it in 6 quarters since.
  • CX Institutional's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $48K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.