Number of Shares
395,490.00
Current Holdings Value*
$10.29 Mil
% of Portfolio
1.44%
Total Estimate Gain
$182,685.12
% of Total Estimate Gain
1.81%

Legacy Financial Group LLC's Invesco BulletShares 2030 High Yield Corporate Bond ETF Holding Summary

As of 2025-06-30, Legacy Financial Group LLC held 395,490.00 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF(BSJU), totaling $10.29 Mil. This investment constitutes 1.44% of their stock portfolio, and Legacy Financial Group LLC now holds 6.82% of the outstanding Invesco BulletShares 2030 High Yield Corporate Bond ETF(BSJU) stock.

The initial trade took place in 2025Q1. And since then Legacy Financial Group LLC has made 2 purchases of BSJU, at an average price of $25.52, for a total of 395,490.00 shares. Based on historical transaction data and BSJU's current price of $25.98, Legacy Financial Group LLC's estimated gain on his BSJU holdings is $182,685.12, reflecting a 1.81% gain to date.

Legacy Financial Group LLC BSJU ($25.98) Holding Chart

Legacy Financial Group LLC BSJU ($25.98) 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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