Number of Shares
1.19 Mil
Current Holdings Value*
$24.65 Mil
% of Portfolio
4.76%
Total Estimate Gain
$623,546.16
% of Total Estimate Gain
1.11%

SMI Advisory Services, LLC's Invesco BulletShares 2025 Corporate Bond ETF Holding Summary

As of 2025-06-30, SMI Advisory Services, LLC held 1.19 Mil shares of Invesco BulletShares 2025 Corporate Bond ETF(BSCP), totaling $24.65 Mil. This investment constitutes 4.76% of their stock portfolio, and SMI Advisory Services, LLC now holds 0.76% of the outstanding Invesco BulletShares 2025 Corporate Bond ETF(BSCP) stock.

The initial trade took place in 2023Q1. And since then SMI Advisory Services, LLC has made 6 purchases of BSCP, at an average price of $20.45, for a total of 2.75 Mil shares. In addition, there have been 3 sales at an average price of $20.69 for 1.56 Mil shares. Based on historical transaction data and BSCP's current price of $20.67, SMI Advisory Services, LLC's estimated gain on his BSCP holdings is $623,546.16, reflecting a 1.11% gain to date.

SMI Advisory Services, LLC BSCP ($20.67) Holding Chart

SMI Advisory Services, LLC BSCP ($20.67) 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