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

Larson Financial Group’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	$330K	Sell	16,824 -2,913	-15%	-$57.2K	0.01%	675
2026 Q1	$387K	Buy	19,737 +163	+0.8%	+$3.21K	0.01%	553
2025 Q4	$386K	Buy	19,574 +3,308	+20%	+$65.3K	0.01%	536
2025 Q3	$321K	Buy	16,266 +162	+1%	+$3.19K	0.01%	589
2025 Q2	$316K	Sell	16,104 -378	-2%	-$7.41K	0.01%	553
2025 Q1	$323K	Buy	16,482 +3,201	+24%	+$62.5K	0.02%	506
2024 Q4	$259K	Sell	13,281 -728	-5%	-$14.2K	0.01%	507
2024 Q3	$276K	Buy	14,009 +5,428	+63%	+$106K	0.02%	496
2024 Q2	$165K	Buy	8,581 +7,023	+451%	+$135K	0.01%	527
2024 Q1	$30.1K	Hold	1,558	–	–	﹤0.01%	803
2023 Q4	$30.3K	Hold	1,558	–	–	﹤0.01%	751
2023 Q3	$29.2K	Hold	1,558	–	–	﹤0.01%	732
2023 Q2	$29.6K	Sell	1,558 -4,249	-73%	-$81.7K	﹤0.01%	649
2023 Q1	$112K	Buy	5,807 +1,026	+21%	+$19.7K	0.01%	413
2022 Q4	$90.8K	Buy	+4,781	New	+$90.1K	0.01%	418

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

Larson Financial Group's BSCR Position: Q2 2026 in Review

Larson Financial Group reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 15% in Q2 2026, selling an estimated $57.2K and leaving 16,824 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #675.

Larson Financial Group first reported a position in BSCR in Q4 2022 and has held it in 15 quarters since. The position peaked at $387K in Q1 2026. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Larson Financial Group held 16,824 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $330K as of Q2 2026.
Larson Financial Group sold 2,913 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $57.2K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #675 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Larson Financial Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $387K in Q1 2026.
405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.