Sarver Vrooman Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Sarver Vrooman Wealth Advisors’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	$62.8K	Hold	3,212	–	–	0.04%	49
2026 Q2	$63.1K	Hold	3,212	–	–	0.04%	44
2026 Q1	$63K	Hold	3,212	–	–	0.04%	45
2025 Q4	$63.4K	Hold	3,212	–	–	0.04%	45
2025 Q3	$63.3K	Hold	3,212	–	–	0.04%	63
2025 Q2	$63.1K	Hold	3,212	–	–	0.04%	58
2025 Q1	$62.9K	Buy	+3,212	New	+$62.7K	0.04%	63

Other funds holding BSCR

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 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

LPT

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

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's BSCR Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q3 2026 at 3,212 shares worth $62.8K. The position accounts for 0.04% of the portfolio, ranked #49.

Sarver Vrooman Wealth Advisors first reported a position in BSCR in Q1 2025 and has held it in 7 quarters since. The position peaked at $63.4K in Q4 2025. 39 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

Sarver Vrooman Wealth Advisors held 3,212 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $62.8K as of Q3 2026.
Sarver Vrooman Wealth Advisors left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.04% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #49 holding.
Sarver Vrooman Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Sarver Vrooman Wealth Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $63.4K in Q4 2025.
39 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.