Number of Shares
437,477.00
Current Holdings Value*
$7.26 Mil
% of Portfolio
2.84%
Total Estimate Gain
$181,107.68
% of Total Estimate Gain
2.54%

VISTA INVESTMENT MANAGEMENT's Invesco BulletShares 2030 Corporate Bond ETF Holding Summary

As of 2025-03-31, VISTA INVESTMENT MANAGEMENT held 437,477.00 shares of Invesco BulletShares 2030 Corporate Bond ETF(BSCU), totaling $7.26 Mil. This investment constitutes 2.84% of their stock portfolio, and VISTA INVESTMENT MANAGEMENT now holds 0.47% of the outstanding Invesco BulletShares 2030 Corporate Bond ETF(BSCU) stock.

The initial trade took place in 2024Q2. And since then VISTA INVESTMENT MANAGEMENT has made 4 purchases of BSCU, at an average price of $16.31, for a total of 437,477.00 shares. Based on historical transaction data and BSCU's current price of $16.72, VISTA INVESTMENT MANAGEMENT's estimated gain on his BSCU holdings is $181,107.68, reflecting a 2.54% gain to date.

VISTA INVESTMENT MANAGEMENT BSCU ($16.72) Holding Chart

VISTA INVESTMENT MANAGEMENT BSCU ($16.72) 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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