Arete Wealth Advisors’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
Q2 | $533K | Hold |
27,110
| – | – | 0.04% | 389 |
|
2025
Q1 | $531K | Sell |
27,110
-1,254
| -4% | -$24.6K | 0.04% | 371 |
|
2024
Q4 | $552K | Buy |
28,364
+511
| +2% | +$9.95K | 0.04% | 384 |
|
2024
Q3 | $549K | Buy |
27,853
+543
| +2% | +$10.7K | 0.05% | 352 |
|
2024
Q2 | $525K | Buy |
27,310
+2,601
| +11% | +$50K | 0.04% | 376 |
|
2024
Q1 | $477K | Buy |
+24,709
| New | +$477K | 0.04% | 299 |
|