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Financial Life Planners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Financial Life Planners’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 		$288K Sell
14,676
-3,887
-21% -$76.4K 0.19% 49
2026
Q1 		$364K Sell
18,563
-1,496
-7% -$29.5K 0.28% 37
2025
Q4 		$396K Buy
20,059
+202
+1% +$3.99K 0.28% 41
2025
Q3 		$391K Sell
19,857
-874
-4% -$17.2K 0.26% 42
2025
Q2 		$407K Buy
20,731
+1,260
+6% +$24.7K 0.33% 37
2025
Q1 		$381K Buy
19,471
+200
+1% +$3.9K 0.37% 35
2024
Q4 		$375K Buy
+19,271
New +$377K 0.31% 36

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

Financial Life Planners's BSCR Position: Q2 2026 in Review

Financial Life Planners reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 21% in Q2 2026, selling an estimated $76.4K and leaving 14,676 shares worth $288K. The position accounts for 0.19% of the portfolio, ranked #49.

Financial Life Planners first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $407K in Q2 2025. 213 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Financial Life Planners held 14,676 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $288K as of Q2 2026.
  • Financial Life Planners sold 3,887 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $76.4K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.19% of Financial Life Planners's portfolio in Q2 2026, its #49 holding.
  • Financial Life Planners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Financial Life Planners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $407K in Q2 2025.
  • 213 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.