Number of Shares
45,002.00
Current Holdings Value*
$833,890.00
% of Portfolio
0.14%
Total Estimate Gain
$-229,049.01
% of Total Estimate Gain
-5.26%

Exchange Capital Management, Inc.'s Invesco BulletShares 2029 Corporate Bond ETF Holding Summary

As of 2025-03-31, Exchange Capital Management, Inc. held 45,002.00 shares of Invesco BulletShares 2029 Corporate Bond ETF(BSCT), totaling $833,890.00. This investment constitutes 0.14% of their stock portfolio, and Exchange Capital Management, Inc. now holds 0.04% of the outstanding Invesco BulletShares 2029 Corporate Bond ETF(BSCT) stock.

The initial trade took place in 2021Q2. And since then Exchange Capital Management, Inc. has made 6 purchases of BSCT, at an average price of $19.59, for a total of 222,421.00 shares. In addition, there have been 10 sales at an average price of $18.54 for 177,419.00 shares. Based on historical transaction data and BSCT's current price of $18.65, Exchange Capital Management, Inc.'s estimated gain on his BSCT holdings is $-229,049.01, reflecting a -5.26% gain to date.

Exchange Capital Management, Inc. BSCT ($18.65) Holding Chart

Exchange Capital Management, Inc. 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 %

Top Ranked Articles

  • 1