LWMG
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Levy Wealth Management Group’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,875
Closed -$250K 102
2024
Q1
$250K Hold
12,875
0.07% 89
2023
Q4
$250K Buy
+12,875
New +$250K 0.07% 89