CWM
Cornerstone Wealth Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
655,569
+26,672
| +4% | +$521K | 0.78% | 23 |
|
|
2025
Q1 | $12.3M | Buy |
628,897
+37,698
| +6% | +$734K | 0.83% | 23 |
|
|
2024
Q4 | $11.5M | Buy |
591,199
+84,617
| +17% | +$1.64M | 0.78% | 23 |
|
|
2024
Q3 | $9.91M | Buy |
506,582
+38,489
| +8% | +$753K | 0.7% | 28 |
|
|
2024
Q2 | $8.98M | Buy |
468,093
+33,259
| +8% | +$638K | 0.69% | 28 |
|
|
2024
Q1 | $8.35M | Buy |
434,834
+28,833
| +7% | +$554K | 0.68% | 30 |
|
|
2023
Q4 | $7.84M | Buy |
+406,001
| New | +$7.84M | 0.67% | 29 |
|