Carson Wealth (CWM LLC)’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
41,182
+181
| +0.4% | +$3.53K | ﹤0.01% | 1366 |
|
|
2025
Q1 | $799K | Sell |
41,001
-3,664
| -8% | -$71.4K | ﹤0.01% | 1258 |
|
|
2024
Q4 | $868K | Sell |
44,665
-2,890
| -6% | -$56.2K | ﹤0.01% | 1155 |
|
|
2024
Q3 | $930K | Buy |
47,555
+4,200
| +10% | +$82.1K | ﹤0.01% | 1079 |
|
|
2024
Q2 | $831K | Buy |
43,355
+893
| +2% | +$17.1K | ﹤0.01% | 994 |
|
|
2024
Q1 | $816K | Buy |
42,462
+1,087
| +3% | +$20.9K | ﹤0.01% | 941 |
|
|
2023
Q4 | $799K | Sell |
41,375
-2,717
| -6% | -$52.5K | ﹤0.01% | 896 |
|
|
2023
Q3 | $828K | Buy |
44,092
+9,232
| +26% | +$173K | 0.01% | 816 |
|
|
2023
Q2 | $660K | Buy |
34,860
+401
| +1% | +$7.59K | ﹤0.01% | 852 |
|
|
2023
Q1 | $660K | Buy |
34,459
+13,969
| +68% | +$268K | ﹤0.01% | 797 |
|
|
2022
Q4 | $388K | Buy |
20,490
+18,742
| +1,072% | +$355K | ﹤0.01% | 883 |
|
|
2022
Q3 | $33K | Hold |
1,748
| – | – | ﹤0.01% | 1874 |
|
|
2022
Q2 | $34K | Buy |
+1,748
| New | +$34K | ﹤0.01% | 1807 |
|