S.E.E.D. Planning Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

S.E.E.D. Planning 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	$4.25M	Buy	216,750 +35,856	+20%	+$704K	1.12%	28
2026 Q1	$3.55M	Buy	180,894 +3,710	+2%	+$73.1K	1.03%	27
2025 Q4	$3.5M	Sell	177,184 -6,558	-4%	-$129K	1%	28
2025 Q3	$3.62M	Buy	183,742 +5,574	+3%	+$110K	1.06%	28
2025 Q2	$3.5M	Buy	178,168 +1,515	+0.9%	+$29.7K	1.1%	29
2025 Q1	$3.46M	Buy	176,653 +6,249	+4%	+$122K	1.17%	31
2024 Q4	$3.32M	Buy	170,404 +8,080	+5%	+$158K	1.11%	30
2024 Q3	$3.2M	Buy	162,324 +8,684	+6%	+$170K	1.06%	30
2024 Q2	$2.95M	Sell	153,640 -1,373	-0.9%	-$26.4K	1.07%	30
2024 Q1	$2.99M	Buy	+155,013	New	+$3M	1.09%	30

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

S.E.E.D. Planning Group's BSCR Position: Q2 2026 in Review

S.E.E.D. Planning Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 20% in Q2 2026, buying an estimated $704K and bringing the position to 216,750 shares worth $4.25M. The position accounts for 1.12% of the portfolio, ranked #28.

S.E.E.D. Planning Group first reported a position in BSCR in Q1 2024 and has held it in 10 quarters since. 404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

S.E.E.D. Planning Group held 216,750 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $4.25M as of Q2 2026.
S.E.E.D. Planning Group bought 35,856 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $704K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.12% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #28 holding.
S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.