Lokken Investment Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-227,054
| Closed | -$4.36M | – | 153 |
|
|
2024
Q1 | $4.36M | Buy |
227,054
+12,272
| +6% | +$236K | 2.17% | 13 |
|
|
2023
Q4 | $4.15M | Buy |
214,782
+6,838
| +3% | +$132K | 2.34% | 12 |
|
|
2023
Q3 | $3.91M | Buy |
207,944
+9,634
| +5% | +$181K | 2.56% | 11 |
|
|
2023
Q2 | $3.76M | Buy |
198,310
+186,612
| +1,595% | +$3.54M | 2.45% | 11 |
|
|
2023
Q1 | $224K | Buy |
+11,698
| New | +$224K | 0.17% | 106 |
|