Souders Financial Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
266,894
+10,398
| +4% | +$204K | 0.67% | 34 |
|
|
2025
Q1 | $5.02M | Buy |
256,496
+25,134
| +11% | +$492K | 0.7% | 30 |
|
|
2024
Q4 | $4.51M | Buy |
231,362
+17,883
| +8% | +$348K | 0.63% | 38 |
|
|
2024
Q3 | $4.21M | Buy |
213,479
+7,190
| +3% | +$142K | 0.59% | 47 |
|
|
2024
Q2 | $3.96M | Buy |
206,289
+7,049
| +4% | +$135K | 0.6% | 43 |
|
|
2024
Q1 | $3.84M | Buy |
199,240
+78,069
| +64% | +$1.51M | 0.61% | 43 |
|
|
2023
Q4 | $2.36M | Buy |
121,171
+6,663
| +6% | +$130K | 0.4% | 65 |
|
|
2023
Q3 | $2.15M | Buy |
114,508
+4,866
| +4% | +$91.2K | 0.41% | 65 |
|
|
2023
Q2 | $2.09M | Buy |
109,642
+4,433
| +4% | +$84.3K | 0.4% | 67 |
|
|
2023
Q1 | $2.03M | Buy |
105,209
+5,933
| +6% | +$115K | 0.43% | 66 |
|
|
2022
Q4 | $1.89M | Buy |
99,276
+8,623
| +10% | +$164K | 0.43% | 64 |
|
|
2022
Q3 | $1.69M | Buy |
+90,653
| New | +$1.69M | 0.46% | 65 |
|