Kathmere Capital Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Kathmere Capital Management’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	$1.09M	Buy	55,335 +30,583	+124%	+$601K	0.06%	227
2026 Q1	$486K	Buy	24,752 +6,137	+33%	+$121K	0.03%	363
2025 Q4	$367K	Buy	18,615 +245	+1%	+$4.83K	0.02%	381
2025 Q3	$362K	Hold	18,370	–	–	0.03%	348
2025 Q2	$361K	Buy	+18,370	New	+$360K	0.03%	336

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

Kathmere Capital Management's BSCR Position: Q2 2026 in Review

Kathmere Capital Management increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 124% in Q2 2026, buying an estimated $601K and bringing the position to 55,335 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #227.

Kathmere Capital Management first reported a position in BSCR in Q2 2025 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Kathmere Capital Management held 55,335 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.09M as of Q2 2026.
Kathmere Capital Management bought 30,583 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $601K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.06% of Kathmere Capital Management's portfolio in Q2 2026, its #227 holding.
Kathmere Capital Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.