Number of Shares
243,774.00
Current Holdings Value*
$4.78 Mil
% of Portfolio
2.66%
Total Estimate Gain
$21,168.19
% of Total Estimate Gain
0.44%

Howard Wealth Management, LLC's Invesco BulletShares 2027 Corporate Bond ETF Holding Summary

As of 2025-03-31, Howard Wealth Management, LLC held 243,774.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $4.78 Mil. This investment constitutes 2.66% of their stock portfolio, and Howard Wealth Management, LLC now holds 0.14% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.

The initial trade took place in 2024Q3. And since then Howard Wealth Management, LLC has made 2 purchases of BSCR, at an average price of $19.55, for a total of 244,374.00 shares. In addition, there have been 1 sales at an average price of $19.52 for 600.00 shares. Based on historical transaction data and BSCR's current price of $19.64, Howard Wealth Management, LLC's estimated gain on his BSCR holdings is $21,168.19, reflecting a 0.44% gain to date.

Howard Wealth Management, LLC BSCR ($19.64) Holding Chart

Howard Wealth Management, LLC BSCR ($19.64) 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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