Number of Shares
1.25 Mil
Current Holdings Value*
$20.68 Mil
% of Portfolio
2.45%
Total Estimate Gain
$196,036.79
% of Total Estimate Gain
0.95%

IMA Advisory Services, Inc.'s Invesco BulletShares 2030 Corporate Bond ETF Holding Summary

As of 2025-03-31, IMA Advisory Services, Inc. held 1.25 Mil shares of Invesco BulletShares 2030 Corporate Bond ETF(BSCU), totaling $20.68 Mil. This investment constitutes 2.45% of their stock portfolio, and IMA Advisory Services, Inc. now holds 1.34% of the outstanding Invesco BulletShares 2030 Corporate Bond ETF(BSCU) stock.

The initial trade took place in 2024Q3. And since then IMA Advisory Services, Inc. has made 3 purchases of BSCU, at an average price of $16.55, for a total of 1.25 Mil shares. Based on historical transaction data and BSCU's current price of $16.71, IMA Advisory Services, Inc.'s estimated gain on his BSCU holdings is $196,036.79, reflecting a 0.95% gain to date.

IMA Advisory Services, Inc. BSCU ($16.71) Holding Chart

IMA Advisory Services, Inc. BSCU ($16.71) 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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