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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
Q2 		– Sell
-33,811
Closed -$664K – 1442
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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

Kingsview Wealth Management's BSCR Position: Q2 2026 in Review

Kingsview Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026, closing a stake of 33,811 shares — an estimated $664K sold.

Kingsview Wealth Management first reported a position in BSCR in Q4 2021 and held it in 18 quarters. The position peaked at $664K in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Kingsview Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 33,811 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $664K.
  • Kingsview Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2021 and held it in 18 quarters.
  • Kingsview Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $664K in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.