Altus Wealth Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-44,197
Closed -$861K 137
2024
Q4
$861K Sell
44,197
-2,503
-5% -$48.8K 0.38% 56
2024
Q3
$921K Sell
46,700
-2,035
-4% -$40.1K 0.39% 57
2024
Q2
$937K Sell
48,735
-26,412
-35% -$508K 0.47% 51
2024
Q1
$1.45M Sell
75,147
-6,592
-8% -$127K 0.73% 37
2023
Q4
$1.59M Buy
81,739
+4,911
+6% +$95.5K 0.88% 27
2023
Q3
$1.44M Sell
76,828
-1,698
-2% -$31.8K 0.91% 27
2023
Q2
$1.49M Buy
+78,526
New +$1.49M 0.92% 26