Foundations Investment Advisors’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
$648K Buy
32,982
+184
+0.6% +$3.62K 0.01% 526
2025
Q1
$643K Buy
32,798
+552
+2% +$10.8K 0.01% 509
2024
Q4
$628K Sell
32,246
-420
-1% -$8.18K 0.01% 496
2024
Q3
$644K Buy
32,666
+11,988
+58% +$236K 0.01% 457
2024
Q2
$397K Buy
20,678
+6,165
+42% +$118K 0.01% 547
2024
Q1
$280K Buy
+14,513
New +$280K 0.01% 597