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BSCR icon

Sound Stewardship’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Sound Stewardship’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 		$9.11M Buy
465,892
+20,154
+5% +$395K 3.7% 9
2026
Q2 		$8.74M Buy
445,738
+13,799
+3% +$271K 3.61% 10
2026
Q1 		$8.48M Buy
431,939
+21,574
+5% +$425K 3.88% 9
2025
Q4 		$8.1M Buy
410,365
+22,707
+6% +$448K 3.88% 11
2025
Q3 		$7.64M Buy
387,658
+13,992
+4% +$275K 3.67% 10
2025
Q2 		$7.34M Buy
373,666
+9,462
+3% +$185K 3.79% 9
2025
Q1 		$7.13M Buy
364,204
+14,541
+4% +$284K 4.07% 8
2024
Q4 		$6.81M Buy
349,663
+6,695
+2% +$131K 4.05% 9
2024
Q3 		$6.76M Buy
342,968
+25,993
+8% +$508K 3.8% 9
2024
Q2 		$6.09M Sell
316,975
-2,807
-0.9% -$53.9K 3.7% 11
2024
Q1 		$6.17M Buy
319,782
+269,067
+531% +$5.2M 3.74% 11
2023
Q4 		$987K Buy
50,715
+37,035
+271% +$702K 0.65% 33
2023
Q3 		$256K Buy
+13,680
New +$259K 0.17% 61

Other funds holding BSCR

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TF
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
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM

Sound Stewardship's BSCR Position: Q3 2026 in Review

Sound Stewardship increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 4.5% in Q3 2026, buying an estimated $395K and bringing the position to 465,892 shares worth $9.11M. The position accounts for 3.7% of the portfolio, ranked #9.

Sound Stewardship first reported a position in BSCR in Q3 2023 and has held it in 13 quarters since. 53 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

  • Sound Stewardship held 465,892 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $9.11M as of Q3 2026.
  • Sound Stewardship bought 20,154 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $395K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 3.7% of Sound Stewardship's portfolio in Q3 2026, its #9 holding.
  • Sound Stewardship first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.