United Capital Financial Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
21,335
+2,400
| +13% | +$47.2K | ﹤0.01% | 816 |
|
|
2025
Q1 | $371K | Sell |
18,935
-5,050
| -21% | -$98.9K | ﹤0.01% | 822 |
|
|
2024
Q4 | $467K | Buy |
23,985
+4,200
| +21% | +$81.8K | ﹤0.01% | 743 |
|
|
2024
Q3 | $390K | Buy |
19,785
+2,550
| +15% | +$50.3K | ﹤0.01% | 791 |
|
|
2024
Q2 | $331K | Buy |
17,235
+5,345
| +45% | +$103K | ﹤0.01% | 807 |
|
|
2024
Q1 | $229K | Buy |
+11,890
| New | +$229K | ﹤0.01% | 965 |
|