AFA
AA Financial Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.2M | Buy |
567,995
+1,920
| +0.3% | +$37.7K | 2.41% | 7 |
|
2025
Q1 | $11.1M | Buy |
566,075
+90,609
| +19% | +$1.78M | 2.71% | 7 |
|
2024
Q4 | $9.26M | Buy |
475,466
+123,287
| +35% | +$2.4M | 2.47% | 7 |
|
2024
Q3 | $6.94M | Buy |
352,179
+96,984
| +38% | +$1.91M | 2.01% | 12 |
|
2024
Q2 | $4.9M | Buy |
255,195
+70,982
| +39% | +$1.36M | 1.73% | 19 |
|
2024
Q1 | $3.55M | Buy |
+184,213
| New | +$3.55M | 1.43% | 21 |
|