WA
Waverly Advisors’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 | $390K | Buy |
23,228
+789
| +4% | +$13.2K | ﹤0.01% | 881 |
|
|
2025
Q1 | $372K | Buy |
22,439
+1,079
| +5% | +$17.9K | ﹤0.01% | 863 |
|
|
2024
Q4 | $350K | Buy |
21,360
+2,600
| +14% | +$42.6K | 0.01% | 775 |
|
|
2024
Q3 | $318K | Buy |
18,760
+6,862
| +58% | +$116K | 0.01% | 672 |
|
|
2024
Q2 | $193K | Buy |
11,898
+817
| +7% | +$13.3K | ﹤0.01% | 771 |
|
|
2024
Q1 | $182K | Buy |
+11,081
| New | +$182K | ﹤0.01% | 660 |
|