Number of Shares
61,055.00
Current Holdings Value*
$1.26 Mil
% of Portfolio
0.95%
Total Estimate Gain
$9,586.88
% of Total Estimate Gain
0.26%

Genesis Wealth Advisors, LLC's Invesco BulletShares 2025 Corporate Bond ETF Holding Summary

As of 2025-06-30, Genesis Wealth Advisors, LLC held 61,055.00 shares of Invesco BulletShares 2025 Corporate Bond ETF(BSCP), totaling $1.26 Mil. This investment constitutes 0.95% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0.04% of the outstanding Invesco BulletShares 2025 Corporate Bond ETF(BSCP) stock.

The initial trade took place in 2024Q4. And since then Genesis Wealth Advisors, LLC has made 1 purchases of BSCP, at an average price of $20.65, for a total of 178,617.00 shares. In addition, there have been 2 sales at an average price of $20.69 for 117,562.00 shares. Based on historical transaction data and BSCP's current price of $20.73, Genesis Wealth Advisors, LLC's estimated gain on his BSCP holdings is $9,586.88, reflecting a 0.26% gain to date.

Genesis Wealth Advisors, LLC BSCP ($20.73) Holding Chart

Genesis Wealth Advisors, LLC BSCP ($20.73) 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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