Number of Shares
505,652.00
Current Holdings Value*
$9.46 Mil
% of Portfolio
3.22%
Total Estimate Gain
$109,029.43
% of Total Estimate Gain
1.17%

CENTRAL VALLEY ADVISORS, LLC's Invesco BulletShares 2029 Corporate Bond ETF Holding Summary

As of 2025-06-30, CENTRAL VALLEY ADVISORS, LLC held 505,652.00 shares of Invesco BulletShares 2029 Corporate Bond ETF(BSCT), totaling $9.46 Mil. This investment constitutes 3.22% of their stock portfolio, and CENTRAL VALLEY ADVISORS, LLC now holds 0.45% of the outstanding Invesco BulletShares 2029 Corporate Bond ETF(BSCT) stock.

The initial trade took place in 2024Q4. And since then CENTRAL VALLEY ADVISORS, LLC has made 3 purchases of BSCT, at an average price of $18.43, for a total of 505,652.00 shares. Based on historical transaction data and BSCT's current price of $18.65, CENTRAL VALLEY ADVISORS, LLC's estimated gain on his BSCT holdings is $109,029.43, reflecting a 1.17% gain to date.

CENTRAL VALLEY ADVISORS, LLC BSCT ($18.65) Holding Chart

CENTRAL VALLEY ADVISORS, LLC BSCT ($18.65) 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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