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 Q3	$4.19M	Sell	214,427 -2,323	-1%	-$45.6K	1.03%	29
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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

S.E.E.D. Planning Group's BSCR Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 1.1% in Q3 2026, selling an estimated $45.6K and leaving 214,427 shares worth $4.19M. The position accounts for 1.03% of the portfolio, ranked #29.

S.E.E.D. Planning Group first reported a position in BSCR in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.25M in Q2 2026. 77 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

S.E.E.D. Planning Group held 214,427 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $4.19M as of Q3 2026.
S.E.E.D. Planning Group sold 2,323 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $45.6K.
Invesco BulletShares 2027 Corporate Bond ETF made up 1.03% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #29 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 11 quarters since.
S.E.E.D. Planning Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $4.25M in Q2 2026.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.