Summit Wealth Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
12,220
+27
| +0.2% | +$553 | 0.05% | 195 |
|
|
2025
Q1 | $248K | Sell |
12,193
-1,854
| -13% | -$37.7K | 0.05% | 187 |
|
|
2024
Q4 | $283K | Buy |
14,047
+47
| +0.3% | +$946 | 0.06% | 168 |
|
|
2024
Q3 | $288K | Buy |
14,000
+49
| +0.4% | +$1.01K | 0.06% | 197 |
|
|
2024
Q2 | $278K | Buy |
13,951
+48
| +0.3% | +$958 | 0.06% | 189 |
|
|
2024
Q1 | $279K | Buy |
13,903
+43
| +0.3% | +$863 | 0.06% | 186 |
|
|
2023
Q4 | $281K | Buy |
13,860
+42
| +0.3% | +$852 | 0.07% | 168 |
|
|
2023
Q3 | $268K | Buy |
13,818
+41
| +0.3% | +$794 | 0.07% | 158 |
|
|
2023
Q2 | $272K | Sell |
13,777
-211
| -2% | -$4.17K | 0.07% | 157 |
|
|
2023
Q1 | $281K | Sell |
13,988
-1,995
| -12% | -$40K | 0.07% | 152 |
|
|
2022
Q4 | $314K | Sell |
15,983
-2,218
| -12% | -$43.5K | 0.08% | 142 |
|
|
2022
Q3 | $348K | Buy |
18,201
+6,100
| +50% | +$117K | 0.1% | 117 |
|
|
2022
Q2 | $242K | Buy |
+12,101
| New | +$242K | 0.06% | 143 |
|