LWL
Leo Wealth LLC’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
+206,218
| New | +$4.76M | 0.37% | 52 |
|
|
2025
Q1 | – | Sell |
-93,496
| Closed | -$2.16M | – | 281 |
|
|
2024
Q4 | $2.16M | Buy |
93,496
+35,116
| +60% | +$810K | 0.19% | 91 |
|
|
2024
Q3 | $1.35M | Buy |
58,380
+14,559
| +33% | +$337K | 0.12% | 130 |
|
|
2024
Q2 | $1.01M | Hold |
43,821
| – | – | 0.1% | 144 |
|
|
2024
Q1 | $1M | Hold |
43,821
| – | – | 0.1% | 151 |
|
|
2023
Q4 | $1.01M | Buy |
+43,821
| New | +$1.01M | 0.1% | 143 |
|