Ownership history in Horizons Wealth Management · 15 quarters on record
This page tracks every 13F SEC filing in which Horizons Wealth Management reported a position in INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 192,378 | +1,792 | +0.9% | 2.60% | $4.0M | $20.45 |
| 2025 Q3 | ADDED | 190,586 | +3,719 | +2.0% | 2.67% | $3.9M | $20.20 |
| 2025 Q2 | REDUCED | 186,867 | -1,170 | -0.6% | 2.73% | $3.8M | $19.89 |
| 2025 Q1 | ADDED | 188,037 | +15,292 | +8.9% | 2.85% | $3.8M | $19.53 |
| 2024 Q4 | ADDED | 172,745 | +9,944 | +6.1% | 2.65% | $3.5M | $19.11 |
| 2024 Q3 | REDUCED | 162,801 | -189 | -0.1% | 2.57% | $3.3M | $19.30 |
| 2024 Q2 | REDUCED | 162,990 | -32,781 | -16.7% | 2.60% | $3.3M | $18.51 |
| 2024 Q1 | UNCHANGED | 195,771 | — | 0% | 2.60% | $4.0M | $18.40 |
| 2023 Q4 | ADDED | 195,771 | +25,698 | +15.1% | 2.60% | $4.0M | $18.40 |
| 2023 Q3 | ADDED | 170,073 | +10,768 | +6.8% | 2.40% | $3.3M | $17.37 |
As of 2025 Q4 — sorted by position size