Independent Financial Group
BSCR icon

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
Q3 		$375K Sell
19,185
-787
-4% -$15.4K 0.01% 1139
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

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TF
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
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 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
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Independent Financial Group's BSCR Position: Q3 2026 in Review

Independent Financial Group reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 3.9% in Q3 2026, selling an estimated $15.4K and leaving 19,185 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #1139.

Independent Financial Group first reported a position in BSCR in Q4 2023 and has held it in 12 quarters since. The position peaked at $430K in Q4 2025. 53 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

  • Independent Financial Group held 19,185 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $375K as of Q3 2026.
  • Independent Financial Group sold 787 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $15.4K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1139 holding.
  • Independent Financial Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Independent Financial Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $430K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.