Number of Shares
234,027.00
Current Holdings Value*
$4.84 Mil
% of Portfolio
2.7%
Total Estimate Gain
$28,237.43
% of Total Estimate Gain
0.58%

Howard Wealth Management, LLC's Invesco BulletShares 2025 Corporate Bond ETF Holding Summary

As of 2025-03-31, Howard Wealth Management, LLC held 234,027.00 shares of Invesco BulletShares 2025 Corporate Bond ETF(BSCP), totaling $4.84 Mil. This investment constitutes 2.7% of their stock portfolio, and Howard Wealth Management, LLC now holds 0.14% of the outstanding Invesco BulletShares 2025 Corporate Bond ETF(BSCP) stock.

The initial trade took place in 2024Q3. And since then Howard Wealth Management, LLC has made 2 purchases of BSCP, at an average price of $20.58, for a total of 235,212.00 shares. In addition, there have been 1 sales at an average price of $20.69 for 1,185.00 shares. Based on historical transaction data and BSCP's current price of $20.71, Howard Wealth Management, LLC's estimated gain on his BSCP holdings is $28,237.43, reflecting a 0.58% gain to date.

Howard Wealth Management, LLC BSCP ($20.71) Holding Chart

Howard Wealth Management, LLC BSCP ($20.71) 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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