Number of Shares
113,603.00
Current Holdings Value*
$2.44 Mil
% of Portfolio
0.95%
Total Estimate Gain
$32,944.87
% of Total Estimate Gain
1.38%

PRIVATE CLIENT SERVICES, LLC's Invesco BulletShares 2029 High Yield Corporate Bond ETF Holding Summary

As of 2025-06-30, PRIVATE CLIENT SERVICES, LLC held 113,603.00 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF(BSJT), totaling $2.44 Mil. This investment constitutes 0.95% of their stock portfolio, and PRIVATE CLIENT SERVICES, LLC now holds 0.87% of the outstanding Invesco BulletShares 2029 High Yield Corporate Bond ETF(BSJT) stock.

The initial trade took place in 2025Q2. And since then PRIVATE CLIENT SERVICES, LLC has made 1 purchases of BSJT, at an average price of $21.07, for a total of 113,603.00 shares. Based on historical transaction data and BSJT's current price of $21.36, PRIVATE CLIENT SERVICES, LLC's estimated gain on his BSJT holdings is $32,944.87, reflecting a 1.38% gain to date.

PRIVATE CLIENT SERVICES, LLC BSJT ($21.36) Holding Chart

PRIVATE CLIENT SERVICES, LLC BSJT ($21.36) 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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