Number of Shares
561,256.00
Current Holdings Value*
$11.61 Mil
% of Portfolio
2.5%
Total Estimate Gain
$326,043.04
% of Total Estimate Gain
2.73%

BCS Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF Holding Summary

As of 2025-06-30, BCS Wealth Management held 561,256.00 shares of Invesco BulletShares 2025 Corporate Bond ETF(BSCP), totaling $11.61 Mil. This investment constitutes 2.5% of their stock portfolio, and BCS Wealth Management now holds 0.36% of the outstanding Invesco BulletShares 2025 Corporate Bond ETF(BSCP) stock.

The initial trade took place in 2022Q3. And since then BCS Wealth Management has made 10 purchases of BSCP, at an average price of $20.18, for a total of 592,568.00 shares. In addition, there have been 2 sales at an average price of $20.69 for 31,312.00 shares. Based on historical transaction data and BSCP's current price of $20.74, BCS Wealth Management's estimated gain on his BSCP holdings is $326,043.04, reflecting a 2.73% gain to date.

BCS Wealth Management BSCP ($20.74) Holding Chart

BCS Wealth Management BSCP ($20.74) 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 %

Top Ranked Articles

  • 1