Kaydan Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Kaydan Wealth 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	$241K	Sell	12,287 -259	-2%	-$5.09K	0.07%	109
2026 Q1	$246K	Buy	12,546 +1	+0%	+$20	0.08%	98
2025 Q4	$248K	Buy	12,545 +55	+0.4%	+$1.08K	0.07%	102
2025 Q3	$246K	Buy	12,490 +1	+0%	+$20	0.07%	99
2025 Q2	$245K	Buy	12,489 +1	+0%	+$20	0.08%	96
2025 Q1	$245K	Buy	12,488 +2	+0%	+$39	0.08%	95
2024 Q4	$243K	Buy	12,486 +1	+0%	+$20	0.08%	94
2024 Q3	$246K	Buy	12,485 +257	+2%	+$5.03K	0.07%	95
2024 Q2	$235K	Buy	12,228 +395	+3%	+$7.58K	0.08%	92
2024 Q1	$228K	Buy	11,833 +1,038	+10%	+$20.1K	0.08%	94
2023 Q4	$210K	Buy	10,795 +2	+0%	+$38	0.09%	95
2023 Q3	$202K	Buy	10,793 +1	+0%	+$19	0.08%	92
2023 Q2	$205K	Buy	10,792 +1	+0%	+$19	0.09%	89
2023 Q1	$208K	Buy	+10,791	New	+$207K	0.09%	85

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

Kaydan Wealth Management's BSCR Position: Q2 2026 in Review

Kaydan Wealth Management reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 2.1% in Q2 2026, selling an estimated $5.09K and leaving 12,287 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #109.

Kaydan Wealth Management first reported a position in BSCR in Q1 2023 and has held it in 14 quarters since. The position peaked at $248K in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Kaydan Wealth Management held 12,287 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $241K as of Q2 2026.
Kaydan Wealth Management sold 259 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $5.09K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.07% of Kaydan Wealth Management's portfolio in Q2 2026, its #109 holding.
Kaydan Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Kaydan Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $248K in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.