Waverly 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	$2.66M	Buy	135,146 +7,621	+6%	+$150K	0.03%	433
2025 Q1	$2.5M	Buy	127,525 +1,198	+0.9%	+$23.5K	0.03%	431
2024 Q4	$2.46M	Buy	126,327 +110,791	+713%	+$2.16M	0.04%	339
2024 Q3	$306K	Buy	15,536 +4,058	+35%	+$80K	0.01%	679
2024 Q2	$221K	Buy	+11,478	New	+$221K	﹤0.01%	743