Summit Wealth Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$252K	Buy	12,331 +37	+0.3%	+$760	0.04%	236
2025 Q4	$253K	Buy	12,294 +39	+0.3%	+$803	0.05%	178
2025 Q3	$252K	Buy	12,255 +35	+0.3%	+$718	0.05%	190
2025 Q2	$250K	Buy	12,220 +27	+0.2%	+$550	0.05%	195
2025 Q1	$248K	Sell	12,193 -1,854	-13%	-$37.5K	0.05%	187
2024 Q4	$283K	Buy	14,047 +47	+0.3%	+$953	0.06%	168
2024 Q3	$288K	Buy	14,000 +49	+0.4%	+$998	0.06%	197
2024 Q2	$278K	Buy	13,951 +48	+0.3%	+$956	0.06%	189
2024 Q1	$279K	Buy	13,903 +43	+0.3%	+$864	0.06%	186
2023 Q4	$281K	Buy	13,860 +42	+0.3%	+$824	0.07%	168
2023 Q3	$268K	Buy	13,818 +41	+0.3%	+$805	0.07%	158
2023 Q2	$272K	Sell	13,777 -211	-2%	-$4.21K	0.07%	157
2023 Q1	$281K	Sell	13,988 -1,995	-12%	-$39.7K	0.07%	152
2022 Q4	$314K	Sell	15,983 -2,218	-12%	-$43.1K	0.08%	142
2022 Q3	$348K	Buy	18,201 +6,100	+50%	+$122K	0.1%	117
2022 Q2	$242K	Buy	+12,101	New	+$246K	0.06%	143