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

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

Lantz Financial's BSCR Position: Q2 2026 in Review

Lantz Financial increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 5% in Q2 2026, buying an estimated $384K and bringing the position to 413,793 shares worth $8.12M. The position accounts for 1.49% of the portfolio, ranked #15.

Lantz Financial first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Lantz Financial held 413,793 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $8.12M as of Q2 2026.
Lantz Financial bought 19,559 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $384K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.49% of Lantz Financial's portfolio in Q2 2026, its #15 holding.
Lantz Financial first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.