XY Planning Network’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

XY Planning Network’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	$1.03M	Buy	52,719 +1,953	+4%	+$38.4K	0.13%	145
2026 Q1	$997K	Sell	50,766 -31,156	-38%	-$614K	0.16%	127
2025 Q4	$1.62M	Buy	81,922 +52,228	+176%	+$1.03M	0.28%	88
2025 Q3	$583K	Hold	29,694	–	–	0.2%	101
2025 Q2	$583K	Buy	+29,694	New	+$582K	0.2%	101

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

XY Planning Network's BSCR Position: Q2 2026 in Review

XY Planning Network increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 3.8% in Q2 2026, buying an estimated $38.4K and bringing the position to 52,719 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #145.

XY Planning Network first reported a position in BSCR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

XY Planning Network held 52,719 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.03M as of Q2 2026.
XY Planning Network bought 1,953 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $38.4K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.13% of XY Planning Network's portfolio in Q2 2026, its #145 holding.
XY Planning Network first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
XY Planning Network's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.62M in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.