Atlas Private Wealth Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-2,363	Closed	-$51K	–	770
2021 Q3	$51K	Hold	2,363	–	–	0.03%	232
2021 Q2	$51K	Hold	2,363	–	–	0.03%	229
2021 Q1	$51K	Hold	2,363	–	–	0.03%	230
2020 Q4	$52K	Hold	2,363	–	–	0.03%	218
2020 Q3	$51K	Sell	2,363 -6,668	-74%	-$146K	0.04%	200
2020 Q2	$197K	Buy	+9,031	New	+$194K	0.18%	108

Other funds holding BSCN

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Atlas Private Wealth Advisors's BSCN Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2021, closing a stake of 2,363 shares — an estimated $51K sold.

Atlas Private Wealth Advisors first reported a position in BSCN in Q2 2020 and held it in 6 quarters. The position peaked at $197K in Q2 2020. 302 funds tracked by Wall St. Rank hold BSCN as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,363 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2021, an estimated $51K.
Atlas Private Wealth Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $197K in Q2 2020.
302 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.