Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
KWM
Kaydan Wealth Management’s
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
Stock Holding History
Kaydan Wealth Management’s Portfolio
BSCQ Stock Details
BSCQ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$301K
Hold
15,434
–
–
0.1%
86
2025
Q4
$302K
Buy
15,434
+49
+0.3%
+$959
0.09%
86
2025
Q3
$301K
Hold
15,385
–
–
0.09%
89
2025
Q2
$300K
Sell
15,385
-369
-2%
-$7.19K
0.1%
86
2025
Q1
$307K
Buy
15,754
+155
+1%
+$3.02K
0.1%
84
2024
Q4
$303K
Buy
15,599
+1
+0%
+$19
0.1%
83
2024
Q3
$305K
Sell
15,598
-1,148
-7%
-$22.3K
0.09%
84
2024
Q2
$321K
Buy
16,746
+396
+2%
+$7.59K
0.11%
78
2024
Q1
$314K
Buy
16,350
+973
+6%
+$18.7K
0.11%
78
2023
Q4
$297K
Sell
15,377
-1,273
-8%
-$24.1K
0.12%
83
2023
Q3
$313K
Buy
16,650
+1
+0%
+$19
0.12%
75
2023
Q2
$315K
Sell
16,649
-3,689
-18%
-$70.5K
0.13%
74
2023
Q1
$390K
Buy
20,338
+1,529
+8%
+$29.1K
0.16%
61
2022
Q4
$356K
Buy
18,809
+7,442
+65%
+$140K
0.14%
65
2022
Q3
$212K
Sell
11,367
-926
-8%
-$17.9K
0.12%
80
2022
Q2
$237K
Sell
12,293
-5,227
-30%
-$102K
0.13%
80
2022
Q1
$350K
Sell
17,520
-960
-5%
-$19.7K
0.15%
80
2021
Q4
$391K
Buy
+18,480
New
+$392K
0.15%
73
Other funds holding BSCQ
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
HBT
Hills Bank & Trust
North Liberty, Iowa
$2.07B AUM
13.46%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MCM
MAI Capital Management
Independence, Ohio
$17.6B AUM
18.87%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close