SPWM
Straight Path Wealth Management’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
184,664
+42,386
| +30% | +$711K | 1.05% | 15 |
|
|
2025
Q1 | $2.36M | Buy |
142,278
+17,754
| +14% | +$295K | 0.95% | 16 |
|
|
2024
Q4 | $2.04M | Buy |
124,524
+12,131
| +11% | +$199K | 0.81% | 18 |
|
|
2024
Q3 | $1.91M | Buy |
112,393
+12,058
| +12% | +$204K | 0.82% | 18 |
|
|
2024
Q2 | $1.63M | Buy |
100,335
+23,355
| +30% | +$380K | 0.84% | 18 |
|
|
2024
Q1 | $1.26M | Buy |
76,980
+53,301
| +225% | +$874K | 0.71% | 23 |
|
|
2023
Q4 | $394K | Buy |
+23,679
| New | +$394K | 0.23% | 55 |
|