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KWM
Kingsview Wealth Management’s
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
Stock Holding History
Kingsview Wealth Management’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
$664K
Buy
33,811
+2,915
+9%
+$57.5K
0.01%
806
2025
Q4
$610K
Sell
30,896
-808
-3%
-$15.9K
0.01%
781
2025
Q3
$625K
Buy
31,704
+1,573
+5%
+$31K
0.01%
737
2025
Q2
$592K
Buy
30,131
+68
+0.2%
+$1.33K
0.01%
715
2025
Q1
$589K
Buy
30,063
+166
+0.6%
+$3.24K
0.01%
680
2024
Q4
$582K
Buy
29,897
+2,464
+9%
+$48.1K
0.01%
694
2024
Q3
$541K
Buy
27,433
+16
+0.1%
+$313
0.01%
686
2024
Q2
$527K
Buy
27,417
+2,927
+12%
+$56.2K
0.01%
672
2024
Q1
$472K
Sell
24,490
-366
-1%
-$7.07K
0.01%
680
2023
Q4
$484K
Buy
24,856
+2,012
+9%
+$38.1K
0.01%
639
2023
Q3
$428K
Buy
22,844
+1,736
+8%
+$32.9K
0.02%
658
2023
Q2
$402K
Buy
21,108
+5,817
+38%
+$112K
0.02%
651
2023
Q1
$295K
Buy
15,291
+144
+1%
+$2.76K
0.01%
712
2022
Q4
$288K
Buy
15,147
+4,266
+39%
+$80.4K
0.01%
682
2022
Q3
$203K
Buy
10,881
+721
+7%
+$14K
0.01%
758
2022
Q2
$197K
Sell
10,160
-2,841
-22%
-$55.7K
0.01%
768
2022
Q1
$263K
Buy
13,001
+2,526
+24%
+$52.5K
0.01%
735
2021
Q4
$226K
Buy
+10,475
New
+$226K
0.01%
829
Other funds holding BSCR
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
$653B AUM
32.41%
1-Year Est. Return
MCM
MAI Capital Management
Independence, Ohio
$17.6B AUM
18.87%
1-Year Est. Return
HBT
Hills Bank & Trust
North Liberty, Iowa
$2.07B AUM
13.46%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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