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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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Larson Financial Group's BSCR Position: Q1 2026 in Review

Larson Financial Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.83% in Q1 2026, buying an estimated $3.21K and bringing the position to 19,737 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #553.

Larson Financial Group first reported a position in BSCR in Q4 2022 and has held it in 14 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Larson Financial Group held 19,737 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $387K as of Q1 2026.
  • Larson Financial Group bought 163 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $3.21K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #553 holding.
  • Larson Financial Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.