Kessler Investment Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Kessler Investment Group’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	$1.17M	Buy	59,887 +11	+0%	+$216	0.56%	39
2026 Q2	$1.17M	Buy	59,876 +52	+0.1%	+$1.02K	0.5%	37
2026 Q1	$1.17M	Buy	59,824 +3,744	+7%	+$73.8K	0.56%	37
2025 Q4	$1.11M	Sell	56,080 -1,034	-2%	-$20.4K	0.47%	37
2025 Q3	$1.13M	Sell	57,114 -198	-0.3%	-$3.9K	0.48%	36
2025 Q2	$1.13M	Sell	57,312 -152	-0.3%	-$2.98K	0.46%	40
2025 Q1	$1.13M	Sell	57,464 -19	-0%	-$371	0.55%	36
2024 Q4	$1.12M	Sell	57,483 -4,912	-8%	-$96K	0.53%	35
2024 Q3	$1.23M	Sell	62,395 -424	-0.7%	-$8.29K	0.63%	32
2024 Q2	$1.21M	Sell	62,819 -8,622	-12%	-$165K	0.65%	38
2024 Q1	$1.38M	Buy	71,441 +1,019	+1%	+$19.7K	0.85%	30
2023 Q4	$1.37M	Sell	70,422 -3,084	-4%	-$58.4K	0.84%	25
2023 Q3	$1.38M	Buy	73,506 +3,199	+5%	+$60.6K	1.15%	20
2023 Q2	$1.34M	Sell	70,307 -6,042	-8%	-$116K	0.94%	21
2023 Q1	$1.47M	Buy	76,349 +3,358	+5%	+$64.4K	0.99%	25
2022 Q4	$1.39M	Sell	72,991 -47,236	-39%	-$890K	1.47%	20
2022 Q3	$2.24M	Buy	+120,227	New	+$2.33M	1.85%	18

Other funds holding BSCR

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kessler Investment Group's BSCR Position: Q3 2026 in Review

Kessler Investment Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.02% in Q3 2026, buying an estimated $216 and bringing the position to 59,887 shares worth $1.17M. The position accounts for 0.56% of the portfolio, ranked #39.

Kessler Investment Group first reported a position in BSCR in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.24M in Q3 2022. 37 funds tracked by Wall St. Rank hold BSCR as of Q3 2026.

Kessler Investment Group held 59,887 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.17M as of Q3 2026.
Kessler Investment Group bought 11 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2026, an estimated $216.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.56% of Kessler Investment Group's portfolio in Q3 2026, its #39 holding.
Kessler Investment Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2022 and has held it in 17 quarters since.
Kessler Investment Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.24M in Q3 2022.
37 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2026.

Based on Kessler Investment Group's 13F filing for Q3 2026, filed 8 Oct 2026.