Carson Wealth (CWM LLC)’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$905K	Buy	46,314 +5,195	+13%	+$102K	﹤0.01%	1604
2025 Q4	$805K	Buy	41,119 +1,976	+5%	+$38.7K	﹤0.01%	1627
2025 Q3	$766K	Sell	39,143 -2,039	-5%	-$39.9K	﹤0.01%	1555
2025 Q2	$804K	Buy	41,182 +181	+0.4%	+$3.53K	﹤0.01%	1367
2025 Q1	$799K	Sell	41,001 -3,664	-8%	-$71.4K	﹤0.01%	1259
2024 Q4	$868K	Sell	44,665 -2,890	-6%	-$56.2K	﹤0.01%	1156
2024 Q3	$930K	Buy	47,555 +4,200	+10%	+$81.6K	﹤0.01%	1080
2024 Q2	$831K	Buy	43,355 +893	+2%	+$17.1K	﹤0.01%	995
2024 Q1	$816K	Buy	42,462 +1,087	+3%	+$20.9K	﹤0.01%	942
2023 Q4	$799K	Sell	41,375 -2,717	-6%	-$51.5K	﹤0.01%	897
2023 Q3	$828K	Buy	44,092 +9,232	+26%	+$174K	0.01%	817
2023 Q2	$660K	Buy	34,860 +401	+1%	+$7.66K	﹤0.01%	853
2023 Q1	$660K	Buy	34,459 +13,969	+68%	+$266K	﹤0.01%	799
2022 Q4	$388K	Buy	20,490 +18,742	+1,072%	+$352K	﹤0.01%	885
2022 Q3	$33K	Hold	1,748	–	–	﹤0.01%	1876
2022 Q2	$34K	Buy	+1,748	New	+$34K	﹤0.01%	1809