Souders Financial Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Buy |
203,734
+10,613
| +5% | +$198K | 0.48% | 44 |
|
|
2025
Q1 | $3.58M | Buy |
193,121
+21,317
| +12% | +$395K | 0.5% | 42 |
|
|
2024
Q4 | $3.15M | Buy |
171,804
+14,043
| +9% | +$258K | 0.44% | 51 |
|
|
2024
Q3 | $2.97M | Buy |
157,761
+7,699
| +5% | +$145K | 0.41% | 66 |
|
|
2024
Q2 | $2.73M | Buy |
150,062
+7,355
| +5% | +$134K | 0.41% | 66 |
|
|
2024
Q1 | $2.61M | Buy |
+142,707
| New | +$2.61M | 0.41% | 64 |
|