APS
BSCN

American Planning Services’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

American Planning Services’s Portfolio BSCN Stock Details BSCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,154
Closed -$322K – 48
2023
Q3 		$322K Sell
15,154
-590
-4% -$12.5K 0.21% 25
2023
Q2 		$333K Buy
15,744
+590
+4% +$12.5K 0.22% 23
2023
Q1 		$319K Buy
+15,154
New +$319K 0.22% 22

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

American Planning Services's BSCN Position: Q4 2023 in Review

American Planning Services sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 15,154 shares — an estimated $322K sold.

American Planning Services first reported a position in BSCN in Q1 2023 and held it in 3 quarters. The position peaked at $333K in Q2 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • American Planning Services reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • American Planning Services sold 15,154 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $322K.
  • American Planning Services first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • American Planning Services's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $333K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on American Planning Services's 13F filing for Q4 2023, filed 7 Feb 2024.