Montag & Associates’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Montag & Associates’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.87M	Sell
2025 Q2	$2.01M	Sell
2025 Q1	$2.46M	Sell
2024 Q4	$2.57M	Buy
2024 Q3	$973K	Buy
2024 Q2	$164K	Hold
2024 Q1	$165K	Sell
2023 Q4	$170K	Buy
2023 Q3	$98.6K	Buy