Infinity Wealth Counsel’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Infinity Wealth Counsel’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	$3.76M	Buy	192,318 +4,080	+2%	+$80K	3.03%	9
2026 Q2	$3.69M	Buy	188,238 +4,795	+3%	+$94.2K	2.98%	10
2026 Q1	$3.6M	Sell	183,443 -1,847	-1%	-$36.4K	3.31%	8
2025 Q4	$3.66M	Buy	185,290 +9,135	+5%	+$180K	3.33%	8
2025 Q3	$3.47M	Sell	176,155 -1,650	-0.9%	-$32.5K	3.37%	8
2025 Q2	$3.49M	Buy	177,805 +2,558	+1%	+$50.1K	3.53%	8
2025 Q1	$3.43M	Buy	175,247 +2,085	+1%	+$40.7K	3.71%	8
2024 Q4	$3.37M	Buy	+173,162	New	+$3.38M	3.6%	9

Other funds holding BSCR

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Infinity Wealth Counsel's BSCR Position: Q3 2026 in Review

Infinity Wealth Counsel increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.2% in Q3 2026, buying an estimated $80K and bringing the position to 192,318 shares worth $3.76M. The position accounts for 3.03% of the portfolio, ranked #9.

Infinity Wealth Counsel first reported a position in BSCR in Q4 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

Infinity Wealth Counsel held 192,318 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $3.76M as of Q3 2026.
Infinity Wealth Counsel bought 4,080 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $80K.
Invesco BulletShares 2027 Corporate Bond ETF made up 3.03% of Infinity Wealth Counsel's portfolio in Q3 2026, its #9 holding.
Infinity Wealth Counsel first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
268 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Infinity Wealth Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.