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

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

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. 405 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.
405 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.