Number of Shares
288,082.00
Current Holdings Value*
$5.62 Mil
% of Portfolio
3.52%
Total Estimate Gain
$22,967.56
% of Total Estimate Gain
0.41%

Meriwether Wealth & Planning, LLC's Invesco BulletShares 2026 Corporate Bond ETF Holding Summary

As of 2025-06-30, Meriwether Wealth & Planning, LLC held 288,082.00 shares of Invesco BulletShares 2026 Corporate Bond ETF(BSCQ), totaling $5.62 Mil. This investment constitutes 3.52% of their stock portfolio, and Meriwether Wealth & Planning, LLC now holds 0.13% of the outstanding Invesco BulletShares 2026 Corporate Bond ETF(BSCQ) stock.

The initial trade took place in 2025Q1. And since then Meriwether Wealth & Planning, LLC has made 2 purchases of BSCQ, at an average price of $19.48, for a total of 288,082.00 shares. Based on historical transaction data and BSCQ's current price of $19.56, Meriwether Wealth & Planning, LLC's estimated gain on his BSCQ holdings is $22,967.56, reflecting a 0.41% gain to date.

Meriwether Wealth & Planning, LLC BSCQ ($19.56) Holding Chart

Meriwether Wealth & Planning, LLC BSCQ ($19.56) 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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