Carson Wealth (CWM LLC)
BSCS icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.42M Sell
363,368
-39,462
-10% -$811K 0.02% 660
2025
Q4 		$8.3M Sell
402,830
-7,565
-2% -$156K 0.02% 585
2025
Q3 		$8.44M Buy
410,395
+18,788
+5% +$386K 0.03% 524
2025
Q2 		$8.02M Buy
391,607
+19,261
+5% +$392K 0.03% 445
2025
Q1 		$7.58M Buy
372,346
+340,981
+1,087% +$6.9M 0.03% 412
2024
Q4 		$631K Buy
31,365
+14,646
+88% +$297K ﹤0.01% 1290
2024
Q3 		$344K Buy
16,719
+5,419
+48% +$110K ﹤0.01% 1472
2024
Q2 		$225K Sell
11,300
-5,800
-34% -$115K ﹤0.01% 1531
2024
Q1 		$343K Buy
17,100
+16,800
+5,600% +$338K ﹤0.01% 1274
2023
Q4 		$6K Hold
300
– – ﹤0.01% 3403
2023
Q3 		$6K Hold
300
– – ﹤0.01% 3350
2023
Q2 		$6K Hold
300
– – ﹤0.01% 3327
2023
Q1 		$6K Sell
300
-700
-70% -$13.9K ﹤0.01% 3189
2022
Q4 		$20K Buy
+1,000
New +$19.4K ﹤0.01% 2354

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