Comprehensive Financial Consultants Institutional’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$794K Buy
40,410
+615
+2% +$12.1K 0.26% 111
2025
Q1
$780K Buy
39,795
+2,537
+7% +$49.7K 0.28% 104
2024
Q4
$726K Buy
37,258
+133
+0.4% +$2.59K 0.26% 106
2024
Q3
$732K Buy
37,125
+515
+1% +$10.2K 0.27% 107
2024
Q2
$704K Hold
36,610
0.28% 104
2024
Q1
$706K Buy
36,610
+4,002
+12% +$77.2K 0.29% 102
2023
Q4
$634K Sell
32,608
-822
-2% -$16K 0.3% 103
2023
Q3
$626K Sell
33,430
-164
-0.5% -$3.07K 0.33% 98
2023
Q2
$642K Sell
33,594
-708
-2% -$13.5K 0.34% 99
2023
Q1
$662K Buy
34,302
+1,818
+6% +$35.1K 0.37% 93
2022
Q4
$631K Buy
32,484
+4,650
+17% +$90.3K 0.38% 93
2022
Q3
$514K Buy
27,834
+5,835
+27% +$108K 0.34% 101
2022
Q2
$427K Buy
21,999
+1,180
+6% +$22.9K 0.3% 110
2022
Q1
$406K Sell
20,819
-54
-0.3% -$1.05K 0.28% 108
2021
Q4
$431K Buy
+20,873
New +$431K 0.28% 102