| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 41,416 | $850,465 | $842,608.52 | -$7,856.48 | -0.92% |
D. Garet Strange Hobbs Group Advisors, LLC | 19,476 | $405,053.41 | $395,849.7 | -$9,203.71 | -2.27% |
Taryn Anderson YANKCOM Partnership | 13,410 | $278,876.73 | $272,558.25 | -$6,318.48 | -2.27% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 26,974 | $553,500 | $549,163.67 | -$4,336.33 | -0.78% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 211,938 | $4.37M | $4.32M | -$59,215.36 | -1.35% |
| NASDAQ (NMS) Exchange | US Country |
The Invesco BulletShares 2035 Corporate Bond ETF (Fund) is designed to offer exposure to a portfolio of U.S. dollar-denominated, investment-grade corporate bonds that are tailored to mature in 2035. It is guided by the performance benchmarks set forth by the BulletShares USD Corporate Bond 2035 Index (Index). An essential feature of this Fund is its strategy of investing a minimum of 80% of its total assets in the corporate bonds that are part of the Index. Rather than directly purchasing all securities present in the Index, the Fund employs a sampling methodology to effectively achieve its investment goals. Furthermore, the Fund and the Index undergo monthly rebalancing to maintain alignment with market changes, ensuring that the investment structure remains optimized. With a specific termination date set for around December 15, 2035, this Fund provides a focused investment avenue for those looking to align their bond investments with a targeted maturity date.
The Invesco BulletShares 2035 Corporate Bond ETF provides investors with a cost-effective and efficient way to gain exposure to a diversified portfolio of investment-grade corporate bonds through an exchange-traded fund structure. This format allows for easy trading and liquidity similar to common stocks.
The Fund utilizes a sampling strategy that allows it to invest in a representative selection of the Index, rather than requiring full replication of all underlying securities. This approach can lead to lower trading costs and improved efficiency while still aiming to closely track the performance of the BulletShares USD Corporate Bond 2035 Index.
The Fund and its associated Index are rebalanced on a monthly basis to ensure ongoing alignment with market conditions and changes in the underlying corporate bond landscape. This regular rebalancing helps maintain a portfolio that reflects current investment opportunities and risk profiles.
The Invesco BulletShares 2035 Corporate Bond ETF is designed for investors who are looking for a specific timeline, with a maturity date set for approximately December 15, 2035. This targeted maturity approach makes the product particularly suitable for individuals planning for future financial needs, such as retirement or funding for significant expenditures.