LWA
Ledgewood Wealth Advisors’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 | $1.27M | Buy |
54,485
+125
| +0.2% | +$2.92K | 0.8% | 25 |
|
|
2025
Q1 | $1.26M | Sell |
54,360
-6,021
| -10% | -$140K | 0.81% | 25 |
|
|
2024
Q4 | $1.41M | Buy |
60,381
+972
| +2% | +$22.6K | 0.91% | 22 |
|
|
2024
Q3 | $1.39M | Buy |
59,409
+126
| +0.2% | +$2.96K | 0.94% | 21 |
|
|
2024
Q2 | $1.37M | Buy |
59,283
+643
| +1% | +$14.8K | 1.18% | 21 |
|
|
2024
Q1 | $1.36M | Buy |
58,640
+116
| +0.2% | +$2.69K | 1.26% | 20 |
|
|
2023
Q4 | $1.35M | Buy |
+58,524
| New | +$1.35M | 1.25% | 20 |
|