Atria Wealth Solutions’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 | $4.93M | Sell |
251,093
-24,637
| -9% | -$484K | 0.11% | 215 |
|
2025
Q1 | $5.4M | Buy |
275,730
+152,618
| +124% | +$2.99M | 0.07% | 316 |
|
2024
Q4 | $2.4M | Buy |
123,112
+44,810
| +57% | +$873K | 0.03% | 575 |
|
2024
Q3 | $1.54M | Buy |
78,302
+27,048
| +53% | +$533K | 0.02% | 733 |
|
2024
Q2 | $985K | Buy |
51,254
+1,348
| +3% | +$25.9K | 0.01% | 901 |
|
2024
Q1 | $963K | Buy |
49,906
+4,755
| +11% | +$91.7K | 0.01% | 920 |
|
2023
Q4 | $878K | Buy |
45,151
+9,935
| +28% | +$193K | 0.01% | 918 |
|
2023
Q3 | $660K | Buy |
35,216
+4,138
| +13% | +$77.5K | 0.01% | 1001 |
|
2023
Q2 | $591K | Buy |
31,078
+5,583
| +22% | +$106K | 0.01% | 1069 |
|
2023
Q1 | $492K | Buy |
25,495
+13,057
| +105% | +$252K | 0.01% | 1141 |
|
2022
Q4 | $236K | Buy |
+12,438
| New | +$236K | ﹤0.01% | 1499 |
|