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

Independent Financial 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	$392K	Sell	19,972 -1,855	-8%	-$36.4K	0.01%	1093
2026 Q1	$428K	Buy	21,827 +33	+0.2%	+$651	0.01%	1003
2025 Q4	$430K	Buy	21,794 +2,487	+13%	+$49.1K	0.01%	966
2025 Q3	$381K	Buy	19,307 +421	+2%	+$8.29K	0.01%	971
2025 Q2	$371K	Sell	18,886 -290	-2%	-$5.68K	0.01%	918
2025 Q1	$376K	Buy	19,176 +1,598	+9%	+$31.2K	0.01%	829
2024 Q4	$342K	Buy	17,578 +461	+3%	+$9.01K	0.01%	855
2024 Q3	$338K	Buy	17,117 +3,164	+23%	+$61.9K	0.01%	828
2024 Q2	$268K	Buy	13,953 +223	+2%	+$4.28K	0.01%	883
2024 Q1	$265K	Buy	13,730 +1,874	+16%	+$36.2K	0.01%	841
2023 Q4	$231K	Buy	+11,856	New	+$225K	0.01%	839

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

Independent Financial Group's BSCR Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 8.5% in Q2 2026, selling an estimated $36.4K and leaving 19,972 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #1093.

Independent Financial Group first reported a position in BSCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $430K in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Independent Financial Group held 19,972 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $392K as of Q2 2026.
Independent Financial Group sold 1,855 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $36.4K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1093 holding.
Independent Financial Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Independent Financial Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $430K in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.