KWIAL
BSCR icon

Kinetic Wealth Investment Advisors LLC’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$541K Buy
+27,578
New +$542K 0.26% 36

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

Kinetic Wealth Investment Advisors LLC's BSCR Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2026: 27,578 shares worth $541K. The stake represents 0.26% of the portfolio and ranks #36 among its holdings.

404 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 27,578 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $541K as of Q2 2026.
  • Invesco BulletShares 2027 Corporate Bond ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.26% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #36 holding.
  • 404 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.