BWM
BCS Wealth Management’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.27M | Buy |
437,162
+18,821
| +4% | +$399K | 1.99% | 9 |
|
2025
Q1 | $8.74M | Buy |
418,341
+9,517
| +2% | +$199K | 2.25% | 8 |
|
2024
Q4 | $8.43M | Buy |
408,824
+73,550
| +22% | +$1.52M | 2.1% | 10 |
|
2024
Q3 | $7.24M | Buy |
335,274
+146,706
| +78% | +$3.17M | 3.08% | 7 |
|
2024
Q2 | $3.89M | Buy |
188,568
+152,135
| +418% | +$3.14M | 1.89% | 13 |
|
2024
Q1 | $760K | Buy |
+36,433
| New | +$760K | 0.24% | 90 |
|