Number of Shares
418,341.00
Current Holdings Value*
$8.74 Mil
% of Portfolio
2.25%
Total Estimate Gain
$70,205.39
% of Total Estimate Gain
0.80%

BCS Wealth Management's Invesco BulletShares 2033 Corporate Bond ETF Holding Summary

As of 2025-03-31, BCS Wealth Management held 418,341.00 shares of Invesco BulletShares 2033 Corporate Bond ETF(BSCX), totaling $8.74 Mil. This investment constitutes 2.25% of their stock portfolio, and BCS Wealth Management now holds 1.61% of the outstanding Invesco BulletShares 2033 Corporate Bond ETF(BSCX) stock.

The initial trade took place in 2024Q1. And since then BCS Wealth Management has made 5 purchases of BSCX, at an average price of $20.91, for a total of 418,341.00 shares. Based on historical transaction data and BSCX's current price of $21.08, BCS Wealth Management's estimated gain on his BSCX holdings is $70,205.39, reflecting a 0.80% gain to date.

BCS Wealth Management BSCX ($21.08) Holding Chart

BCS Wealth Management BSCX ($21.08) 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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