Kestra Private Wealth Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Kestra Private Wealth Services’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	$11.8M	Buy	602,549 +1,579	+0.3%	+$31K	0.13%	168
2026 Q1	$11.8M	Buy	600,970 +167,503	+39%	+$3.3M	0.15%	155
2025 Q4	$8.56M	Buy	433,467 +11,500	+3%	+$227K	0.11%	210
2025 Q3	$8.32M	Buy	421,967 +41,194	+11%	+$811K	0.11%	210
2025 Q2	$7.48M	Buy	380,773 +261,157	+218%	+$5.12M	0.11%	218
2025 Q1	$2.34M	Buy	119,616 +82,949	+226%	+$1.62M	0.04%	423
2024 Q4	$714K	Buy	36,667 +31	+0.1%	+$606	0.01%	766
2024 Q3	$722K	Buy	36,636 +7,350	+25%	+$144K	0.01%	737
2024 Q2	$563K	Buy	29,286 +4,851	+20%	+$93.1K	0.01%	784
2024 Q1	$471K	Buy	+24,435	New	+$472K	0.01%	821

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

Kestra Private Wealth Services's BSCR Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 0.26% in Q2 2026, buying an estimated $31K and bringing the position to 602,549 shares worth $11.8M. The position accounts for 0.13% of the portfolio, ranked #168.

Kestra Private Wealth Services first reported a position in BSCR in Q1 2024 and has held it in 10 quarters since. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Kestra Private Wealth Services held 602,549 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $11.8M as of Q2 2026.
Kestra Private Wealth Services bought 1,579 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $31K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.13% of Kestra Private Wealth Services's portfolio in Q2 2026, its #168 holding.
Kestra Private Wealth Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.