AWM
BSCN

Aries Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Aries Wealth Management’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
2019
Q2 		– Sell
-11,020
Closed -$229K – 169
2019
Q1 		$229K Buy
+11,020
New +$226K 0.17% 126

Other funds holding BSCN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Aries Wealth Management's BSCN Position: Q2 2019 in Review

Aries Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2019, closing a stake of 11,020 shares — an estimated $229K sold.

Aries Wealth Management first reported a position in BSCN in Q1 2019 and held it in 1 quarter. The position peaked at $229K in Q1 2019. 169 funds tracked by Wall St. Rank hold BSCN as of Q2 2019.

  • Aries Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Aries Wealth Management sold 11,020 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2019, an estimated $229K.
  • Aries Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Aries Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $229K in Q1 2019.
  • 169 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2019.

Based on Aries Wealth Management's 13F filing for Q2 2019, filed 15 Jul 2019.