EWM
Empirical Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.2M | Buy |
190,900
+5,970
| +3% | +$100K | 0.07% | 171 |
|
2025
Q1 | $3.07M | Buy |
184,930
+2,988
| +2% | +$49.6K | 0.08% | 168 |
|
2024
Q4 | $2.98M | Buy |
181,942
+9,272
| +5% | +$152K | 0.08% | 156 |
|
2024
Q3 | $2.93M | Buy |
172,670
+11,258
| +7% | +$191K | 0.08% | 157 |
|
2024
Q2 | $2.62M | Buy |
161,412
+27,130
| +20% | +$441K | 0.08% | 157 |
|
2024
Q1 | $2.2M | Buy |
134,282
+38,336
| +40% | +$628K | 0.07% | 168 |
|
2023
Q4 | $1.6M | Buy |
+95,946
| New | +$1.6M | 0.05% | 191 |
|