Meriwether Wealth & Planning, LLC BSCQ Holdings History
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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