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Matthew Goff Investment Advisor’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Matthew Goff Investment Advisor’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 		$7.72M Buy
+393,829
New +$7.74M 1.3% 27
2025
Q4 		– Sell
-164,488
Closed -$3.24M – 89
2025
Q3 		$3.24M Buy
164,488
+33,964
+26% +$669K 0.55% 41
2025
Q2 		$2.56M Sell
130,524
-6,280
-5% -$123K 0.47% 42
2025
Q1 		$2.68M Sell
136,804
-8,642
-6% -$169K 0.49% 45
2024
Q4 		$2.83M Sell
145,446
-12,682
-8% -$248K 0.53% 44
2024
Q3 		$3.12M Sell
158,128
-2,168
-1% -$42.4K 0.59% 39
2024
Q2 		$3.08M Sell
160,296
-7,222
-4% -$139K 0.63% 38
2024
Q1 		$3.23M Sell
167,518
-886
-0.5% -$17.1K 0.65% 37
2023
Q4 		$3.28M Buy
168,404
+42,626
+34% +$808K 0.73% 35
2023
Q3 		$2.36M Sell
125,778
-2,528
-2% -$47.9K 0.57% 40
2023
Q2 		$2.44M Sell
128,306
-165
-0.1% -$3.17K 0.57% 39
2023
Q1 		$2.48M Sell
128,471
-3,406
-3% -$65.3K 0.62% 40
2022
Q4 		$2.51M Buy
+131,877
New +$2.49M 0.65% 37

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Matthew Goff Investment Advisor's BSCR Position: Q2 2026 in Review

Matthew Goff Investment Advisor opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026: 393,829 shares worth $7.72M. The stake represents 1.3% of the portfolio and ranks #27 among its holdings. This is a return to the name: Matthew Goff Investment Advisor previously reported a position in BSCR as recently as Q3 2025.

Matthew Goff Investment Advisor first reported a position in BSCR in Q4 2022 and has held it in 13 quarters since. 122 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Matthew Goff Investment Advisor held 393,829 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $7.72M as of Q2 2026.
  • Invesco BulletShares 2027 Corporate Bond ETF was a new Matthew Goff Investment Advisor position in Q2 2026.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 1.3% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #27 holding.
  • Matthew Goff Investment Advisor first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • 122 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.