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Financial Solutions Advisory Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Financial Solutions Advisory Group’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 		$16.3M Sell
828,687
-16,939
-2% -$333K 2.06% 12
2026
Q1 		$16.6M Buy
+845,626
New +$16.7M 2.29% 9

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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Financial Solutions Advisory Group's BSCR Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2% in Q2 2026, selling an estimated $333K and leaving 828,687 shares worth $16.3M. The position accounts for 2.06% of the portfolio, ranked #12.

Financial Solutions Advisory Group first reported a position in BSCR in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.6M in Q1 2026. 133 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Financial Solutions Advisory Group held 828,687 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $16.3M as of Q2 2026.
  • Financial Solutions Advisory Group sold 16,939 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $333K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 2.06% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #12 holding.
  • Financial Solutions Advisory Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $16.6M in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.