Koss-Olinger Consulting’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Koss-Olinger Consulting’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	$916K	Buy	46,715 +341	+0.7%	+$6.7K	0.07%	63
2026 Q1	$910K	Buy	46,374 +5,331	+13%	+$105K	0.08%	103
2025 Q4	$810K	Buy	41,043 +5,975	+17%	+$118K	0.06%	108
2025 Q3	$689K	Hold	35,068	–	–	0.06%	156
2025 Q2	$689K	Sell	35,068 -4,792	-12%	-$93.9K	0.06%	157
2025 Q1	$781K	Buy	39,860 +694	+2%	+$13.5K	0.07%	139
2024 Q4	$763K	Buy	39,166 +2,187	+6%	+$42.7K	0.07%	104
2024 Q3	$729K	Buy	36,979 +569	+2%	+$11.1K	0.06%	118
2024 Q2	$700K	Buy	+36,410	New	+$699K	0.06%	117
2024 Q1	–	Sell	-23,793	Closed	-$463K	–	78
2023 Q4	$463K	Buy	23,793 +2,331	+11%	+$44.2K	0.05%	160
2023 Q3	$402K	Buy	21,462 +755	+4%	+$14.3K	0.06%	151
2023 Q2	$394K	Buy	+20,707	New	+$398K	0.05%	156

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

Koss-Olinger Consulting's BSCR Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.74% in Q2 2026, buying an estimated $6.7K and bringing the position to 46,715 shares worth $916K. The position accounts for 0.07% of the portfolio, ranked #63.

Koss-Olinger Consulting first reported a position in BSCR in Q2 2023 and has held it in 12 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Koss-Olinger Consulting held 46,715 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $916K as of Q2 2026.
Koss-Olinger Consulting bought 341 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $6.7K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.07% of Koss-Olinger Consulting's portfolio in Q2 2026, its #63 holding.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.