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