Geneos Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Sell |
227,701
-61,017
| -21% | -$1.14M | 0.1% | 242 |
|
|
2025
Q1 | $5.35M | Buy |
288,718
+168,112
| +139% | +$3.12M | 0.08% | 297 |
|
|
2024
Q4 | $2.21M | Buy |
120,606
+3,061
| +3% | +$56.1K | 0.08% | 277 |
|
|
2024
Q3 | $2.21M | Buy |
117,545
+111,194
| +1,751% | +$2.09M | 0.08% | 269 |
|
|
2024
Q2 | $115K | Hold |
6,351
| – | – | 0.01% | 834 |
|
|
2024
Q1 | $116K | Hold |
6,351
| – | – | 0.01% | 815 |
|
|
2023
Q4 | $118K | Buy |
6,351
+2,468
| +64% | +$45.8K | 0.01% | 795 |
|
|
2023
Q3 | $68.1K | Buy |
3,883
+378
| +11% | +$6.63K | ﹤0.01% | 983 |
|
|
2023
Q2 | $62.9K | Buy |
3,505
+493
| +16% | +$8.85K | ﹤0.01% | 1011 |
|
|
2023
Q1 | $55.1K | Hold |
3,012
| – | – | ﹤0.01% | 1042 |
|
|
2022
Q4 | $53.6K | Sell |
3,012
-416
| -12% | -$7.4K | ﹤0.01% | 1033 |
|
|
2022
Q3 | $59K | Hold |
3,428
| – | – | ﹤0.01% | 969 |
|
|
2022
Q2 | $62K | Buy |
+3,428
| New | +$62K | ﹤0.01% | 1186 |
|