Number of Shares
1.07 Mil
Current Holdings Value*
$19.76 Mil
% of Portfolio
2.34%
Total Estimate Gain
$239,918.62
% of Total Estimate Gain
1.22%

IMA Advisory Services, Inc.'s Invesco BulletShares 2029 Corporate Bond ETF Holding Summary

As of 2025-03-31, IMA Advisory Services, Inc. held 1.07 Mil shares of Invesco BulletShares 2029 Corporate Bond ETF(BSCT), totaling $19.76 Mil. This investment constitutes 2.34% of their stock portfolio, and IMA Advisory Services, Inc. now holds 1.01% of the outstanding Invesco BulletShares 2029 Corporate Bond ETF(BSCT) stock.

The initial trade took place in 2025Q1. And since then IMA Advisory Services, Inc. has made 1 purchases of BSCT, at an average price of $18.42, for a total of 1.07 Mil shares. Based on historical transaction data and BSCT's current price of $18.65, IMA Advisory Services, Inc.'s estimated gain on his BSCT holdings is $239,918.62, reflecting a 1.22% gain to date.

IMA Advisory Services, Inc. BSCT ($18.65) Holding Chart

IMA Advisory Services, Inc. BSCT ($18.65) 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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