KWM
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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
Q3 		– Sell
-12,287
Closed -$241K – 117
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

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
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM

Kaydan Wealth Management's BSCR Position: Q3 2026 in Review

Kaydan Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2026, closing a stake of 12,287 shares — an estimated $241K sold.

Kaydan Wealth Management first reported a position in BSCR in Q1 2023 and held it in 14 quarters. The position peaked at $248K in Q4 2025. 47 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

  • Kaydan Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Kaydan Wealth Management sold 12,287 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $241K.
  • Kaydan Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2023 and held it in 14 quarters.
  • Kaydan Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $248K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.