Lantz Financial Buys $5 Million of Invesco BulletShares 2027 Corporate Bond ETF

Core Viewpoint - Lantz Financial LLC has increased its position in Invesco BulletShares 2027 Corporate Bond ETF by acquiring 270,586 shares, valued at approximately $5.34 million, reflecting both the share addition and market price movement [2][6]. Group 1: Transaction Details - On January 14, 2026, Lantz Financial LLC disclosed the acquisition of 270,586 shares of Invesco BulletShares 2027 Corporate Bond ETF, with an estimated trade value of $5.34 million based on quarterly average pricing [1][2]. - The increase in position value by $5.34 million is attributed to both the new shares acquired and the movement in market price [2]. Group 2: ETF Overview - The Invesco BulletShares 2027 Corporate Bond ETF has a dividend yield of 4.26% and was priced at $19.75 as of January 13, 2026 [4][6]. - The fund has a one-year total return of 6.07%, which underperformed the S&P 500 by 14.8 percentage points [6]. - As of January 14, 2026, BSCR closed 0.23% below its 52-week high [6]. Group 3: Investment Strategy - The ETF focuses on U.S. dollar-denominated investment grade corporate bonds maturing in 2027, aiming to provide predictable income and defined maturity exposure [7][8]. - The fund's structure as an exchange-traded fund allows for transparent access to a targeted bond-laddering strategy, designed to meet the needs of investors seeking efficient access to the corporate bond market [7][8]. Group 4: Implications for Investors - Lantz Financial employs a modern portfolio theory-based investment strategy to minimize volatility while aiming for decent returns, with the Invesco 2027 Corporate Bond ETF being a key component of its fixed-income investments [9].