SFA
Souders Financial Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Buy |
186,475
+10,360
| +6% | +$212K | 0.49% | 43 |
|
|
2025
Q1 | $3.58M | Buy |
176,115
+23,528
| +15% | +$479K | 0.5% | 41 |
|
|
2024
Q4 | $3.07M | Buy |
152,587
+16,937
| +12% | +$341K | 0.43% | 53 |
|
|
2024
Q3 | $2.79M | Buy |
135,650
+7,222
| +6% | +$148K | 0.39% | 68 |
|
|
2024
Q2 | $2.56M | Buy |
128,428
+5,921
| +5% | +$118K | 0.39% | 67 |
|
|
2024
Q1 | $2.46M | Buy |
122,507
+5,929
| +5% | +$119K | 0.39% | 66 |
|
|
2023
Q4 | $2.36M | Buy |
116,578
+6,233
| +6% | +$126K | 0.4% | 64 |
|
|
2023
Q3 | $2.14M | Buy |
110,345
+4,697
| +4% | +$91K | 0.41% | 67 |
|
|
2023
Q2 | $2.09M | Buy |
105,648
+4,127
| +4% | +$81.5K | 0.4% | 66 |
|
|
2023
Q1 | $2.04M | Buy |
101,521
+5,538
| +6% | +$111K | 0.43% | 65 |
|
|
2022
Q4 | $1.88M | Buy |
95,983
+8,391
| +10% | +$165K | 0.43% | 65 |
|
|
2022
Q3 | $1.68M | Buy |
+87,592
| New | +$1.68M | 0.46% | 66 |
|