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 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 $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Kestra Private Wealth Services's BSCR Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 39% in Q1 2026, buying an estimated $3.3M and bringing the position to 600,970 shares worth $11.8M. The position accounts for 0.15% of the portfolio, ranked #155.

Kestra Private Wealth Services first reported a position in BSCR in Q1 2024 and has held it in 9 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Kestra Private Wealth Services held 600,970 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $11.8M as of Q1 2026.
Kestra Private Wealth Services bought 167,503 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $3.3M.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.15% of Kestra Private Wealth Services's portfolio in Q1 2026, its #155 holding.
Kestra Private Wealth Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.