KOC
Koss-Olinger Consulting’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 | $389K | Sell |
16,687
-1,148
| -6% | -$26.8K | 0.03% | 236 |
|
2025
Q1 | $414K | Buy |
17,835
+606
| +4% | +$14.1K | 0.03% | 225 |
|
2024
Q4 | $401K | Buy |
17,229
+2,122
| +14% | +$49.4K | 0.04% | 142 |
|
2024
Q3 | $354K | Buy |
15,107
+382
| +3% | +$8.95K | 0.03% | 205 |
|
2024
Q2 | $340K | Buy |
+14,725
| New | +$340K | 0.03% | 196 |
|
2024
Q1 | – | Sell |
-18,827
| Closed | -$435K | – | 81 |
|
2023
Q4 | $435K | Buy |
18,827
+5,599
| +42% | +$129K | 0.04% | 167 |
|
2023
Q3 | $299K | Buy |
13,228
+3,529
| +36% | +$79.8K | 0.04% | 187 |
|
2023
Q2 | $221K | Buy |
+9,699
| New | +$221K | 0.03% | 241 |
|