LWANC
Laurel Wealth Advisors (North Carolina)’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140M | Buy |
2,872,278
+2,751,669
| +2,281% | +$134M | 2.01% | 13 |
|
|
2025
Q1 | $2.45M | Buy |
120,609
+67,671
| +128% | +$1.38M | 0.38% | 65 |
|
|
2024
Q4 | $1.07M | Buy |
52,938
+37,360
| +240% | +$752K | 0.17% | 104 |
|
|
2024
Q3 | $320K | Buy |
15,578
+11,500
| +282% | +$236K | 0.05% | 149 |
|
|
2024
Q2 | $81.4K | Buy |
4,078
+3,000
| +278% | +$59.9K | 0.01% | 247 |
|
|
2024
Q1 | $21.6K | Buy |
+1,078
| New | +$21.6K | ﹤0.01% | 371 |
|