MWA
MFA Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-290,864
| Closed | -$5.65M | – | 89 |
|
2024
Q4 | $5.65M | Sell |
290,864
-702,375
| -71% | -$13.6M | 1.45% | 20 |
|
2024
Q3 | $19.4M | Sell |
993,239
-765,142
| -44% | -$15M | 4.25% | 5 |
|
2024
Q2 | $33.7M | Buy |
1,758,381
+105,820
| +6% | +$2.03M | 7.37% | 1 |
|
2024
Q1 | $31.7M | Buy |
1,652,561
+52,745
| +3% | +$1.01M | 8.35% | 2 |
|
2023
Q4 | $30.9M | Buy |
1,599,816
+1,218
| +0.1% | +$23.5K | 8.68% | 3 |
|
2023
Q3 | $30M | Buy |
1,598,598
+1,052,558
| +193% | +$19.8M | 9.32% | 2 |
|
2023
Q2 | $10.3M | Buy |
+546,040
| New | +$10.3M | 3.26% | 11 |
|