Number of Shares
597,635.00
Current Holdings Value*
$9.75 Mil
% of Portfolio
2.88%
Total Estimate Gain
$173,314.15
% of Total Estimate Gain
1.79%

AMJ Financial Wealth Management's Invesco BulletShares 2031 Corporate Bond ETF Holding Summary

As of 2025-03-31, AMJ Financial Wealth Management held 597,635.00 shares of Invesco BulletShares 2031 Corporate Bond ETF(BSCV), totaling $9.75 Mil. This investment constitutes 2.88% of their stock portfolio, and AMJ Financial Wealth Management now holds 1.03% of the outstanding Invesco BulletShares 2031 Corporate Bond ETF(BSCV) stock.

The initial trade took place in 2025Q1. And since then AMJ Financial Wealth Management has made 1 purchases of BSCV, at an average price of $16.17, for a total of 597,635.00 shares. Based on historical transaction data and BSCV's current price of $16.46, AMJ Financial Wealth Management's estimated gain on his BSCV holdings is $173,314.15, reflecting a 1.79% gain to date.

AMJ Financial Wealth Management BSCV ($16.46) Holding Chart

AMJ Financial Wealth Management BSCV ($16.46) 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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