Carson Wealth (CWM LLC)’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.12M Buy
93,553
+37,990
+68% +$863K 0.01% 925
2025
Q1
$1.25M Buy
55,563
+11,005
+25% +$247K 0.01% 1030
2024
Q4
$998K Buy
+44,558
New +$998K ﹤0.01% 1086