Number of Shares
567,995.00
Current Holdings Value*
$11.16 Mil
% of Portfolio
2.41%
Total Estimate Gain
$107,109.42
% of Total Estimate Gain
0.97%

AA Financial Advisors, LLC's Invesco BulletShares 2027 Corporate Bond ETF Holding Summary

As of 2025-06-30, AA Financial Advisors, LLC held 567,995.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $11.16 Mil. This investment constitutes 2.41% of their stock portfolio, and AA Financial Advisors, LLC now holds 0.31% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.

The initial trade took place in 2024Q1. And since then AA Financial Advisors, LLC has made 6 purchases of BSCR, at an average price of $19.42, for a total of 567,995.00 shares. Based on historical transaction data and BSCR's current price of $19.61, AA Financial Advisors, LLC's estimated gain on his BSCR holdings is $107,109.42, reflecting a 0.97% gain to date.

AA Financial Advisors, LLC BSCR ($19.61) Holding Chart

AA Financial Advisors, LLC BSCR ($19.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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