Genesis Wealth Advisors, LLC BSCR Holdings History
Genesis Wealth Advisors, LLC's Invesco BulletShares 2027 Corporate Bond ETF Holding Summary
As of 2025-06-30, Genesis Wealth Advisors, LLC held 334,549.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $6.57 Mil. This investment constitutes 4.93% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0.18% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.
The initial trade took place in 2024Q4. And since then Genesis Wealth Advisors, LLC has made 2 purchases of BSCR, at an average price of $19.53, for a total of 434,438.00 shares. In addition, there have been 1 sales at an average price of $19.52 for 99,889.00 shares. Based on historical transaction data and BSCR's current price of $19.69, Genesis Wealth Advisors, LLC's estimated gain on his BSCR holdings is $51,751.41, reflecting a 0.61% gain to date.
Genesis Wealth Advisors, LLC BSCR ($19.69) Holding Chart
Genesis Wealth Advisors, LLC BSCR ($19.69) 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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