Number of Shares
2.05 Mil
Current Holdings Value*
$42.47 Mil
% of Portfolio
2.51%
Total Estimate Gain
$-2.39 Mil
% of Total Estimate Gain
-3.72%

Motley Fool Wealth Management, LLC's Invesco BulletShares 2025 Corporate Bond ETF Holding Summary

As of 2025-03-31, Motley Fool Wealth Management, LLC held 2.05 Mil shares of Invesco BulletShares 2025 Corporate Bond ETF(BSCP), totaling $42.47 Mil. This investment constitutes 2.51% of their stock portfolio, and Motley Fool Wealth Management, LLC now holds 1.2% of the outstanding Invesco BulletShares 2025 Corporate Bond ETF(BSCP) stock.

The initial trade took place in 2021Q2. And since then Motley Fool Wealth Management, LLC has made 9 purchases of BSCP, at an average price of $21.46, for a total of 2.99 Mil shares. In addition, there have been 7 sales at an average price of $20.54 for 940,487.00 shares. Based on historical transaction data and BSCP's current price of $20.71, Motley Fool Wealth Management, LLC's estimated gain on his BSCP holdings is $-2.39 Mil, reflecting a -3.72% gain to date.

Motley Fool Wealth Management, LLC BSCP ($20.71) Holding Chart

Motley Fool Wealth Management, LLC BSCP ($20.71) 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 %

Top Ranked Articles

  • 1