Carson Wealth (CWM LLC)’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.7M | Buy |
573,769
+3,511
| +0.6% | +$65.7K | 0.04% | 376 |
|
2025
Q1 | $10.6M | Buy |
570,258
+6,893
| +1% | +$128K | 0.04% | 337 |
|
2024
Q4 | $10.3M | Buy |
563,365
+18,044
| +3% | +$331K | 0.04% | 315 |
|
2024
Q3 | $10.3M | Buy |
545,321
+15,389
| +3% | +$289K | 0.04% | 302 |
|
2024
Q2 | $9.62M | Buy |
529,932
+18,131
| +4% | +$329K | 0.05% | 301 |
|
2024
Q1 | $9.37M | Buy |
+511,801
| New | +$9.37M | 0.05% | 302 |
|