Kohmann Bosshard Financial Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Kohmann Bosshard Financial 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	$1.08M	Hold	55,169	–	–	0.09%	83
2026 Q1	$1.08M	Sell	55,169 -677	-1%	-$13.3K	0.11%	78
2025 Q4	$1.1M	Buy	55,846 +319	+0.6%	+$6.29K	0.1%	88
2025 Q3	$1.09M	Buy	55,527 +355	+0.6%	+$6.99K	0.11%	83
2025 Q2	$1.08M	Buy	55,172 +197	+0.4%	+$3.86K	0.12%	74
2025 Q1	$1.08M	Buy	54,975 +163	+0.3%	+$3.18K	0.13%	77
2024 Q4	$1.07M	Buy	54,812 +431	+0.8%	+$8.42K	0.13%	75
2024 Q3	$1.07M	Buy	54,381 +213	+0.4%	+$4.17K	0.13%	73
2024 Q2	$1.04M	Buy	54,168 +551	+1%	+$10.6K	0.14%	72
2024 Q1	$1.03M	Sell	53,617 -2	-0%	-$39	0.14%	77
2023 Q4	$1.04M	Buy	53,619 +18,451	+52%	+$350K	0.16%	75
2023 Q3	$659K	Buy	35,168 +14,022	+66%	+$266K	0.11%	82
2023 Q2	$402K	Hold	21,146	–	–	0.07%	114
2023 Q1	$408K	Buy	21,146 +2,590	+14%	+$49.6K	0.08%	99
2022 Q4	$352K	Buy	+18,556	New	+$350K	0.07%	102

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

Kohmann Bosshard Financial Services's BSCR Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) position steady in Q2 2026 at 55,169 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #83.

Kohmann Bosshard Financial Services first reported a position in BSCR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q4 2025. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Kohmann Bosshard Financial Services held 55,169 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.08M as of Q2 2026.
Kohmann Bosshard Financial Services left its Invesco BulletShares 2027 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.09% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #83 holding.
Kohmann Bosshard Financial Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Kohmann Bosshard Financial Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.1M in Q4 2025.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.