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Monterey Private Wealth’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Monterey Private Wealth’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$601K Buy
30,660
+300
+1% +$5.88K 0.18% 57
2024
Q4 		$591K Sell
30,360
-425
-1% -$8.28K 0.2% 53
2024
Q3 		$607K Buy
+30,785
New +$607K 0.21% 54