Number of Shares
1.61 Mil
Current Holdings Value*
$32.77 Mil
% of Portfolio
1.94%
Total Estimate Gain
$-3.45 Mil
% of Total Estimate Gain
-6.25%

Motley Fool Wealth Management, LLC's Invesco BulletShares 2028 Corporate Bond ETF Holding Summary

As of 2025-03-31, Motley Fool Wealth Management, LLC held 1.61 Mil shares of Invesco BulletShares 2028 Corporate Bond ETF(BSCS), totaling $32.77 Mil. This investment constitutes 1.94% of their stock portfolio, and Motley Fool Wealth Management, LLC now holds 1.3% of the outstanding Invesco BulletShares 2028 Corporate Bond ETF(BSCS) stock.

The initial trade took place in 2021Q2. And since then Motley Fool Wealth Management, LLC has made 8 purchases of BSCS, at an average price of $21.71, for a total of 2.54 Mil shares. In addition, there have been 8 sales at an average price of $20.09 for 932,512.00 shares. Based on historical transaction data and BSCS's current price of $20.50, Motley Fool Wealth Management, LLC's estimated gain on his BSCS holdings is $-3.45 Mil, reflecting a -6.25% gain to date.

Motley Fool Wealth Management, LLC BSCS ($20.50) Holding Chart

Motley Fool Wealth Management, LLC BSCS ($20.50) 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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