Number of Shares
19,969.00
Current Holdings Value*
$391,190.00
% of Portfolio
0.05%
Total Estimate Gain
$359,933.06
% of Total Estimate Gain
2.68%

IMA Advisory Services, Inc.'s Invesco BulletShares 2027 Corporate Bond ETF Holding Summary

As of 2025-03-31, IMA Advisory Services, Inc. held 19,969.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $391,190.00. This investment constitutes 0.05% of their stock portfolio, and IMA Advisory Services, Inc. now holds 0.01% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.

The initial trade took place in 2023Q3. And since then IMA Advisory Services, Inc. has made 4 purchases of BSCR, at an average price of $18.98, for a total of 708,054.00 shares. In addition, there have been 3 sales at an average price of $19.49 for 688,085.00 shares. Based on historical transaction data and BSCR's current price of $19.64, IMA Advisory Services, Inc.'s estimated gain on his BSCR holdings is $359,933.06, reflecting a 2.68% gain to date.

IMA Advisory Services, Inc. BSCR ($19.64) Holding Chart

IMA Advisory Services, Inc. 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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