Number of Shares
227,320.00
Current Holdings Value*
$4.63 Mil
% of Portfolio
2.58%
Total Estimate Gain
$19,498.80
% of Total Estimate Gain
0.41%

Howard Wealth Management, LLC's Invesco BulletShares 2028 Corporate Bond ETF Holding Summary

As of 2025-03-31, Howard Wealth Management, LLC held 227,320.00 shares of Invesco BulletShares 2028 Corporate Bond ETF(BSCS), totaling $4.63 Mil. This investment constitutes 2.58% of their stock portfolio, and Howard Wealth Management, LLC now holds 0.18% of the outstanding Invesco BulletShares 2028 Corporate Bond ETF(BSCS) stock.

The initial trade took place in 2024Q3. And since then Howard Wealth Management, LLC has made 2 purchases of BSCS, at an average price of $20.35, for a total of 231,170.00 shares. In addition, there have been 1 sales at an average price of $20.24 for 3,850.00 shares. Based on historical transaction data and BSCS's current price of $20.44, Howard Wealth Management, LLC's estimated gain on his BSCS holdings is $19,498.80, reflecting a 0.41% gain to date.

Howard Wealth Management, LLC BSCS ($20.44) Holding Chart

Howard Wealth Management, LLC BSCS ($20.44) 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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