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 Q3	$960K	Sell	49,092 -20,002	-29%	-$392K	0.01%	1167
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

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors's BSCR Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 29% in Q3 2026, selling an estimated $392K and leaving 49,092 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #1167.

Farther Finance Advisors first reported a position in BSCR in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.1M in Q4 2025. 39 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

Farther Finance Advisors held 49,092 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $960K as of Q3 2026.
Farther Finance Advisors sold 20,002 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $392K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1167 holding.
Farther Finance Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $3.1M in Q4 2025.
39 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.