Kirr Marbach & Co’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Kirr Marbach & Co’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	$14.8M	Sell	755,049 -17,502	-2%	-$344K	2.49%	13
2026 Q1	$15.2M	Buy	772,551 +17,523	+2%	+$345K	2.76%	10
2025 Q4	$14.9M	Buy	755,028 +45,480	+6%	+$897K	2.85%	12
2025 Q3	$14M	Buy	709,548 +24,551	+4%	+$483K	2.53%	14
2025 Q2	$13.5M	Buy	684,997 +28,737	+4%	+$563K	2.66%	15
2025 Q1	$12.9M	Buy	656,260 +15,733	+2%	+$307K	2.98%	14
2024 Q4	$12.5M	Buy	640,527 +504,093	+369%	+$9.85M	2.7%	13
2024 Q3	$2.69M	Buy	136,434 +4,725	+4%	+$92.4K	0.6%	37
2024 Q2	$2.53M	Sell	131,709 -4,890	-4%	-$93.9K	0.61%	37
2024 Q1	$2.63M	Sell	136,599 -24,041	-15%	-$465K	0.64%	34
2023 Q4	$3.13M	Buy	160,640 +460	+0.3%	+$8.72K	0.82%	34
2023 Q3	$3M	Sell	160,180 -8,030	-5%	-$152K	0.85%	35
2023 Q2	$3.2M	Sell	168,210 -3,140	-2%	-$60.4K	0.88%	37
2023 Q1	$3.31M	Sell	171,350 -12,130	-7%	-$232K	1.03%	36
2022 Q4	$3.49M	Sell	183,480 -133,703	-42%	-$2.52M	1.09%	32
2022 Q3	$5.9M	Buy	317,183 +30,440	+11%	+$590K	2%	23
2022 Q2	$5.55M	Sell	286,743 -4,496	-2%	-$88.1K	1.74%	27
2022 Q1	$5.89M	Buy	+291,239	New	+$6.06M	1.58%	29

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

Kirr Marbach & Co's BSCR Position: Q2 2026 in Review

Kirr Marbach & Co reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.3% in Q2 2026, selling an estimated $344K and leaving 755,049 shares worth $14.8M. The position accounts for 2.49% of the portfolio, ranked #13.

Kirr Marbach & Co first reported a position in BSCR in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.2M in Q1 2026. 212 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Kirr Marbach & Co held 755,049 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $14.8M as of Q2 2026.
Kirr Marbach & Co sold 17,502 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $344K.
Invesco BulletShares 2027 Corporate Bond ETF made up 2.49% of Kirr Marbach & Co's portfolio in Q2 2026, its #13 holding.
Kirr Marbach & Co first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
Kirr Marbach & Co's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $15.2M in Q1 2026.
212 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Kirr Marbach & Co's 13F filing for Q2 2026, filed 14 Jul 2026.