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

Lantz Financial’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	$8.12M	Buy	413,793 +19,559	+5%	+$384K	1.49%	15
2026 Q1	$7.74M	Buy	394,234 +27,656	+8%	+$545K	1.6%	12
2025 Q4	$7.24M	Buy	366,578 +270,586	+282%	+$5.34M	1.53%	16
2025 Q3	$1.89M	Buy	95,992 +7,584	+9%	+$149K	0.42%	66
2025 Q2	$1.74M	Buy	88,408 +7,564	+9%	+$148K	0.43%	71
2025 Q1	$1.58M	Buy	80,844 +9,094	+13%	+$178K	0.43%	68
2024 Q4	$1.4M	Buy	+71,750	New	+$1.4M	0.37%	74

Other funds holding BSCR

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

WLTH Capital Management Chandler, Arizona $156M AUM

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return