LWA
Ledgewood Wealth Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
212,861
+1,359
| +0.6% | +$25.4K | 2.51% | 14 |
|
|
2025
Q1 | $3.92M | Buy |
211,502
+9,509
| +5% | +$176K | 2.53% | 15 |
|
|
2024
Q4 | $3.7M | Buy |
201,993
+57,628
| +40% | +$1.06M | 2.39% | 15 |
|
|
2024
Q3 | $2.72M | Buy |
144,365
+64,564
| +81% | +$1.21M | 1.83% | 15 |
|
|
2024
Q2 | $1.45M | Buy |
79,801
+61,293
| +331% | +$1.11M | 1.25% | 19 |
|
|
2024
Q1 | $339K | Buy |
+18,508
| New | +$339K | 0.31% | 47 |
|