Number of Shares
597,161.00
Current Holdings Value*
$12.30 Mil
% of Portfolio
4.13%
Total Estimate Gain
$125,697.34
% of Total Estimate Gain
1.04%

Sterling Financial Group, Inc.'s Invesco BulletShares 2032 Corporate Bond ETF Holding Summary

As of 2025-06-30, Sterling Financial Group, Inc. held 597,161.00 shares of Invesco BulletShares 2032 Corporate Bond ETF(BSCW), totaling $12.30 Mil. This investment constitutes 4.13% of their stock portfolio, and Sterling Financial Group, Inc. now holds 1.34% of the outstanding Invesco BulletShares 2032 Corporate Bond ETF(BSCW) stock.

The initial trade took place in 2023Q3. And since then Sterling Financial Group, Inc. has made 7 purchases of BSCW, at an average price of $20.28, for a total of 597,161.00 shares. Based on historical transaction data and BSCW's current price of $20.50, Sterling Financial Group, Inc.'s estimated gain on his BSCW holdings is $125,697.34, reflecting a 1.04% gain to date.

Sterling Financial Group, Inc. BSCW ($20.50) Holding Chart

Sterling Financial Group, Inc. BSCW ($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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