Marietta Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.39M Buy
341,689
+6,834
+2% +$128K 0.83% 51
2025
Q1
$6.2M Buy
334,855
+9,069
+3% +$168K 0.91% 52
2024
Q4
$5.97M Buy
325,786
+4,608
+1% +$84.5K 0.86% 47
2024
Q3
$6.04M Buy
321,178
+4,389
+1% +$82.6K 0.88% 45
2024
Q2
$5.75M Buy
316,789
+1,508
+0.5% +$27.4K 0.9% 47
2024
Q1
$5.77M Buy
315,281
+23,425
+8% +$429K 0.95% 45
2023
Q4
$5.41M Sell
291,856
-1,665
-0.6% -$30.9K 0.96% 41
2023
Q3
$5.14M Sell
293,521
-4,385
-1% -$76.8K 1.02% 44
2023
Q2
$5.35M Buy
297,906
+11,938
+4% +$214K 1.01% 45
2023
Q1
$5.23M Buy
285,968
+17,216
+6% +$315K 1.11% 43
2022
Q4
$4.78M Buy
+268,752
New +$4.78M 1.08% 46