LWA
Ledgewood Wealth Advisors’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 | $8.24M | Buy |
401,982
+49,161
| +14% | +$1.01M | 5.19% | 7 |
|
|
2025
Q1 | $7.18M | Buy |
352,821
+2,183
| +0.6% | +$44.4K | 4.63% | 7 |
|
|
2024
Q4 | $7.06M | Buy |
350,638
+5,016
| +1% | +$101K | 4.56% | 7 |
|
|
2024
Q3 | $7.11M | Buy |
345,622
+34,095
| +11% | +$701K | 4.79% | 6 |
|
|
2024
Q2 | $6.21M | Buy |
311,527
+35,198
| +13% | +$702K | 5.36% | 6 |
|
|
2024
Q1 | $5.55M | Buy |
276,329
+7,536
| +3% | +$151K | 5.15% | 6 |
|
|
2023
Q4 | $5.45M | Buy |
+268,793
| New | +$5.45M | 5.03% | 6 |
|