WWM

WJ Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-320,915	Closed	-$6.6M	–	75
2024 Q3	$6.6M	Buy	320,915 +77,709	+32%	+$1.6M	2.32%	15
2024 Q2	$4.85M	Buy	243,206 +481	+0.2%	+$9.6K	1.76%	17
2024 Q1	$4.87M	Buy	+242,725	New	+$4.87M	1.94%	16