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Wingate Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Wingate Wealth Advisors’s Portfolio BSCR Stock Details BSCR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.36M Buy
69,422
+3,096
+5% +$60.8K 1.21% 33
2025
Q1 		$1.3M Buy
66,326
+24,737
+59% +$485K 1.5% 27
2024
Q4 		$810K Buy
+41,589
New +$810K 0.8% 38