EWM
Empirical Wealth Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
32,356
+763
| +2% | +$17.8K | 0.02% | 342 |
|
|
2025
Q1 | $733K | Buy |
31,593
+666
| +2% | +$15.4K | 0.02% | 338 |
|
|
2024
Q4 | $720K | Buy |
30,927
+1,212
| +4% | +$28.2K | 0.02% | 320 |
|
|
2024
Q3 | $697K | Buy |
29,715
+223
| +0.8% | +$5.23K | 0.02% | 320 |
|
|
2024
Q2 | $680K | Buy |
29,492
+1,586
| +6% | +$36.6K | 0.02% | 299 |
|
|
2024
Q1 | $647K | Buy |
27,906
+1,167
| +4% | +$27.1K | 0.02% | 304 |
|
|
2023
Q4 | $618K | Sell |
26,739
-361
| -1% | -$8.35K | 0.02% | 293 |
|
|
2023
Q3 | $613K | Buy |
27,100
+387
| +1% | +$8.76K | 0.02% | 278 |
|
|
2023
Q2 | $609K | Sell |
26,713
-113
| -0.4% | -$2.58K | 0.02% | 277 |
|
|
2023
Q1 | $613K | Buy |
26,826
+5,294
| +25% | +$121K | 0.03% | 299 |
|
|
2022
Q4 | $485K | Buy |
21,532
+406
| +2% | +$9.14K | 0.02% | 312 |
|
|
2022
Q3 | $462K | Sell |
21,126
-565
| -3% | -$12.4K | 0.02% | 313 |
|
|
2022
Q2 | $482K | Sell |
21,691
-962
| -4% | -$21.4K | 0.03% | 303 |
|
|
2022
Q1 | $554K | Buy |
22,653
+87
| +0.4% | +$2.13K | 0.03% | 312 |
|
|
2021
Q4 | $579K | Buy |
22,566
+1,236
| +6% | +$31.7K | 0.03% | 318 |
|
|
2021
Q3 | $548K | Sell |
21,330
-913
| -4% | -$23.5K | 0.03% | 284 |
|
|
2021
Q2 | $574K | Buy |
22,243
+7,046
| +46% | +$182K | 0.03% | 275 |
|
|
2021
Q1 | $389K | Sell |
15,197
-2,898
| -16% | -$74.2K | 0.03% | 289 |
|
|
2020
Q4 | $463K | Buy |
+18,095
| New | +$463K | 0.04% | 256 |
|