BWM
BCS Wealth Management’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 | $7.68M | Buy |
390,775
+14,951
| +4% | +$294K | 1.65% | 13 |
|
|
2025
Q1 | $7.36M | Buy |
375,824
+4,396
| +1% | +$86.1K | 1.89% | 11 |
|
|
2024
Q4 | $7.24M | Buy |
371,428
+58,016
| +19% | +$1.13M | 1.8% | 12 |
|
|
2024
Q3 | $6.18M | Buy |
313,412
+74,624
| +31% | +$1.47M | 2.63% | 9 |
|
|
2024
Q2 | $4.59M | Buy |
238,788
+42,738
| +22% | +$822K | 2.23% | 11 |
|
|
2024
Q1 | $3.78M | Buy |
196,050
+44,332
| +29% | +$855K | 1.21% | 17 |
|
|
2023
Q4 | $2.95M | Buy |
151,718
+115,275
| +316% | +$2.24M | 1.09% | 18 |
|
|
2023
Q3 | $683K | Buy |
36,443
+8,591
| +31% | +$161K | 0.28% | 82 |
|
|
2023
Q2 | $530K | Buy |
27,852
+3,066
| +12% | +$58.3K | 0.39% | 57 |
|
|
2023
Q1 | $478K | Buy |
24,786
+9,103
| +58% | +$176K | 0.22% | 91 |
|
|
2022
Q4 | $298K | Buy |
+15,683
| New | +$298K | 0.12% | 145 |
|