Souders Financial Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Souders Financial 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 Q2	$226K	Sell	11,527 -265,133	-96%	-$5.21M	0.02%	213
2026 Q1	$5.43M	Buy	276,660 +2,382	+0.9%	+$47K	0.62%	40
2025 Q4	$5.41M	Buy	274,278 +8,316	+3%	+$164K	0.62%	40
2025 Q3	$5.24M	Sell	265,962 -932	-0.3%	-$18.3K	0.62%	39
2025 Q2	$5.24M	Buy	266,894 +10,398	+4%	+$204K	0.67%	34
2025 Q1	$5.02M	Buy	256,496 +25,134	+11%	+$491K	0.7%	30
2024 Q4	$4.51M	Buy	231,362 +17,883	+8%	+$349K	0.63%	38
2024 Q3	$4.21M	Buy	213,479 +7,190	+3%	+$141K	0.59%	47
2024 Q2	$3.96M	Buy	206,289 +7,049	+4%	+$135K	0.6%	43
2024 Q1	$3.84M	Buy	199,240 +78,069	+64%	+$1.51M	0.61%	43
2023 Q4	$2.36M	Buy	121,171 +6,663	+6%	+$126K	0.4%	65
2023 Q3	$2.15M	Buy	114,508 +4,866	+4%	+$92.2K	0.41%	65
2023 Q2	$2.09M	Buy	109,642 +4,433	+4%	+$85.3K	0.4%	67
2023 Q1	$2.03M	Buy	105,209 +5,933	+6%	+$114K	0.43%	66
2022 Q4	$1.89M	Buy	99,276 +8,623	+10%	+$163K	0.43%	64
2022 Q3	$1.69M	Buy	+90,653	New	+$1.76M	0.46%	65

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

Souders Financial Advisors's BSCR Position: Q2 2026 in Review

Souders Financial Advisors reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 96% in Q2 2026, selling an estimated $5.21M and leaving 11,527 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #213.

Souders Financial Advisors first reported a position in BSCR in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.43M in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Souders Financial Advisors held 11,527 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $226K as of Q2 2026.
Souders Financial Advisors sold 265,133 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $5.21M.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of Souders Financial Advisors's portfolio in Q2 2026, its #213 holding.
Souders Financial Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Souders Financial Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $5.43M in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.