Comprehensive Financial Consultants Institutional’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$558K	Sell	27,310 -460	-2%	-$9.46K	0.17%	128
2025 Q4	$572K	Sell	27,770 -506	-2%	-$10.4K	0.17%	125
2025 Q3	$582K	Buy	28,276 +145	+0.5%	+$2.98K	0.18%	124
2025 Q2	$576K	Hold	28,131	–	–	0.19%	124
2025 Q1	$572K	Buy	28,131 +7,220	+35%	+$146K	0.2%	116
2024 Q4	$421K	Buy	20,911 +743	+4%	+$15.1K	0.15%	127
2024 Q3	$415K	Buy	20,168 +495	+3%	+$10.1K	0.15%	130
2024 Q2	$392K	Hold	19,673	–	–	0.15%	130
2024 Q1	$395K	Buy	19,673 +3,767	+24%	+$75.7K	0.16%	125
2023 Q4	$323K	Sell	15,906 -283	-2%	-$5.55K	0.15%	132
2023 Q3	$314K	Sell	16,189 -467	-3%	-$9.17K	0.16%	127
2023 Q2	$331K	Sell	16,656 -171	-1%	-$3.41K	0.17%	127
2023 Q1	$338K	Buy	16,827 +557	+3%	+$11.1K	0.19%	125
2022 Q4	$329K	Buy	16,270 +1,113	+7%	+$21.6K	0.2%	123
2022 Q3	$288K	Buy	15,157 +486	+3%	+$9.75K	0.19%	126
2022 Q2	$294K	Buy	14,671 +1,587	+12%	+$32.2K	0.21%	125
2022 Q1	$264K	Sell	13,084 -503	-4%	-$11K	0.18%	135
2021 Q4	$294K	Buy	+13,587	New	+$309K	0.19%	123