CWM
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Cornerstone Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14M Buy
711,259
+32,858
+5% +$646K 0.85% 21
2025
Q1
$13.3M Buy
678,401
+63,381
+10% +$1.24M 0.9% 19
2024
Q4
$12M Buy
615,020
+591,913
+2,562% +$11.5M 0.81% 22
2024
Q3
$456K Buy
+23,107
New +$456K 0.03% 372