SLFPAM
St. Louis Financial Planners Asset Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.89M | Buy |
478,128
+106,942
| +29% | +$2.21M | 7.54% | 3 |
|
2025
Q1 | $7.68M | Sell |
371,186
-41,247
| -10% | -$853K | 5.74% | 4 |
|
2024
Q4 | $8.52M | Buy |
412,433
+204,846
| +99% | +$4.23M | 6.15% | 4 |
|
2024
Q3 | $4.28M | Buy |
207,587
+26,998
| +15% | +$557K | 3.4% | 4 |
|
2024
Q2 | $3.7M | Buy |
180,589
+4,236
| +2% | +$86.7K | 3.18% | 8 |
|
2024
Q1 | $3.6M | Buy |
176,353
+10,455
| +6% | +$214K | 3.24% | 6 |
|
2023
Q4 | $3.39M | Buy |
165,898
+5,441
| +3% | +$111K | 3.16% | 6 |
|
2023
Q3 | $3.23M | Buy |
+160,457
| New | +$3.23M | 2.58% | 5 |
|