Farther Finance Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Farther Finance Advisors’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	$1.36M	Sell	69,094 -21,095	-23%	-$414K	0.01%	923
2026 Q1	$1.77M	Sell	90,189 -67,046	-43%	-$1.32M	0.02%	706
2025 Q4	$3.1M	Buy	157,235 +102,549	+188%	+$2.02M	0.03%	445
2025 Q3	$1.08M	Buy	54,686 +44,510	+437%	+$876K	0.02%	687
2025 Q2	$200K	Buy	10,176 +9,676	+1,935%	+$190K	﹤0.01%	1387
2025 Q1	$9.79K	Buy	+500	New	+$9.76K	﹤0.01%	2748

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

Farther Finance Advisors's BSCR Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 23% in Q2 2026, selling an estimated $414K and leaving 69,094 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #923.

Farther Finance Advisors first reported a position in BSCR in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.1M in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Farther Finance Advisors held 69,094 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.36M as of Q2 2026.
Farther Finance Advisors sold 21,095 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $414K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #923 holding.
Farther Finance Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $3.1M in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.