IFG Advisory’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

IFG Advisory’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	$212K	Buy	10,783 +6,564	+156%	+$129K	0.01%	855
2026 Q1	$82.8K	Buy	+4,219	New	+$83.2K	0.24%	95
2024 Q1	–	Sell	-79,641	Closed	-$1.55M	–	391
2023 Q4	$1.55M	Buy	+79,641	New	+$1.51M	0.11%	206

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

IFG Advisory's BSCR Position: Q2 2026 in Review

IFG Advisory increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 156% in Q2 2026, buying an estimated $129K and bringing the position to 10,783 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #855.

IFG Advisory first reported a position in BSCR in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.55M in Q4 2023. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

IFG Advisory held 10,783 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $212K as of Q2 2026.
IFG Advisory bought 6,564 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $129K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #855 holding.
IFG Advisory first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 3 quarters since.
IFG Advisory's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.55M in Q4 2023.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.