Kessler Investment Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Kessler Investment Group’s Portfolio BSCT Stock Details BSCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$518K	Buy	27,882 +372	+1%	+$6.93K	0.22%	48
2026 Q1	$513K	Buy	27,510 +92	+0.3%	+$1.73K	0.24%	45
2025 Q4	$516K	Sell	27,418 -463	-2%	-$8.72K	0.22%	52
2025 Q3	$524K	Sell	27,881 -111	-0.4%	-$2.08K	0.23%	52
2025 Q2	$523K	Buy	27,992 +4,115	+17%	+$76.3K	0.21%	52
2025 Q1	$442K	Buy	23,877 +10,002	+72%	+$184K	0.22%	57
2024 Q4	$254K	Buy	+13,875	New	+$257K	0.12%	71

Other funds holding BSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Kessler Investment Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.4% in Q2 2026, buying an estimated $6.93K and bringing the position to 27,882 shares worth $518K. The position accounts for 0.22% of the portfolio, ranked #48.

Kessler Investment Group first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $524K in Q3 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Kessler Investment Group held 27,882 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $518K as of Q2 2026.
Kessler Investment Group bought 372 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $6.93K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.22% of Kessler Investment Group's portfolio in Q2 2026, its #48 holding.
Kessler Investment Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kessler Investment Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $524K in Q3 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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