Souders Financial Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.43M	Buy	276,660 +2,382	+0.9%	+$47K	0.62%	40
2025 Q4	$5.41M	Buy	274,278 +8,316	+3%	+$164K	0.62%	40
2025 Q3	$5.24M	Sell	265,962 -932	-0.3%	-$18.3K	0.62%	39
2025 Q2	$5.24M	Buy	266,894 +10,398	+4%	+$204K	0.67%	34
2025 Q1	$5.02M	Buy	256,496 +25,134	+11%	+$491K	0.7%	30
2024 Q4	$4.51M	Buy	231,362 +17,883	+8%	+$349K	0.63%	38
2024 Q3	$4.21M	Buy	213,479 +7,190	+3%	+$141K	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%	+$126K	0.4%	65
2023 Q3	$2.15M	Buy	114,508 +4,866	+4%	+$92.2K	0.41%	65
2023 Q2	$2.09M	Buy	109,642 +4,433	+4%	+$85.3K	0.4%	67
2023 Q1	$2.03M	Buy	105,209 +5,933	+6%	+$114K	0.43%	66
2022 Q4	$1.89M	Buy	99,276 +8,623	+10%	+$163K	0.43%	64
2022 Q3	$1.69M	Buy	+90,653	New	+$1.76M	0.46%	65