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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
Q3 		$1.24M Buy
63,340
+10,621
+20% +$208K 0.13% 136
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

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
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 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

XY Planning Network's BSCR Position: Q3 2026 in Review

XY Planning Network increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 20% in Q3 2026, buying an estimated $208K and bringing the position to 63,340 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #136.

XY Planning Network first reported a position in BSCR in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2025. 53 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

  • XY Planning Network held 63,340 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.24M as of Q3 2026.
  • XY Planning Network bought 10,621 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $208K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.13% of XY Planning Network's portfolio in Q3 2026, its #136 holding.
  • XY Planning Network first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • XY Planning Network's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.62M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.