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 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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

WLTH Capital Management Chandler, Arizona $156M AUM

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return