Number of Shares
465,429.00
Current Holdings Value*
$9.54 Mil
% of Portfolio
3.25%
Total Estimate Gain
$93,561.97
% of Total Estimate Gain
0.99%

CENTRAL VALLEY ADVISORS, LLC's Invesco BulletShares 2028 Corporate Bond ETF Holding Summary

As of 2025-06-30, CENTRAL VALLEY ADVISORS, LLC held 465,429.00 shares of Invesco BulletShares 2028 Corporate Bond ETF(BSCS), totaling $9.54 Mil. This investment constitutes 3.25% of their stock portfolio, and CENTRAL VALLEY ADVISORS, LLC now holds 0.36% of the outstanding Invesco BulletShares 2028 Corporate Bond ETF(BSCS) stock.

The initial trade took place in 2024Q4. And since then CENTRAL VALLEY ADVISORS, LLC has made 3 purchases of BSCS, at an average price of $20.25, for a total of 465,429.00 shares. Based on historical transaction data and BSCS's current price of $20.45, CENTRAL VALLEY ADVISORS, LLC's estimated gain on his BSCS holdings is $93,561.97, reflecting a 0.99% gain to date.

CENTRAL VALLEY ADVISORS, LLC BSCS ($20.45) Holding Chart

CENTRAL VALLEY ADVISORS, LLC BSCS ($20.45) 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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