BWM
BCS Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Buy |
270,785
+24,017
| +10% | +$403K | 0.98% | 29 |
|
|
2025
Q1 | $4.09M | Sell |
246,768
-5,033
| -2% | -$83.5K | 1.05% | 26 |
|
|
2024
Q4 | $4.12M | Buy |
251,801
+62,113
| +33% | +$1.02M | 1.03% | 27 |
|
|
2024
Q3 | $3.22M | Buy |
189,688
+62,898
| +50% | +$1.07M | 1.37% | 21 |
|
|
2024
Q2 | $2.06M | Buy |
126,790
+64,455
| +103% | +$1.05M | 1% | 26 |
|
|
2024
Q1 | $1.02M | Buy |
62,335
+15,375
| +33% | +$252K | 0.33% | 74 |
|
|
2023
Q4 | $781K | Buy |
+46,960
| New | +$781K | 0.29% | 83 |
|