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

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

Kessler Investment Group's BSCR Position: Q2 2026 in Review

Kessler Investment Group increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.09% in Q2 2026, buying an estimated $1.02K and bringing the position to 59,876 shares worth $1.17M. The position accounts for 0.5% of the portfolio, ranked #37.

Kessler Investment Group first reported a position in BSCR in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.24M in Q3 2022. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Kessler Investment Group held 59,876 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.17M as of Q2 2026.
Kessler Investment Group bought 52 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $1.02K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.5% of Kessler Investment Group's portfolio in Q2 2026, its #37 holding.
Kessler Investment Group first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Kessler Investment Group's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.24M in Q3 2022.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Kessler Investment Group's 13F filing for Q2 2026, filed 13 Jul 2026.