AFG
BSCN

Atomi Financial Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Atomi Financial Group’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
-16,674
Closed -$354K – 633
2023
Q3 		$354K Hold
16,674
– – 0.12% 207
2023
Q2 		$353K Hold
16,674
– – 0.16% 162
2023
Q1 		$351K Buy
+16,674
New +$351K 0.2% 127

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 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 $18.1B AUM 24.69% 1-Year Est. Return

Atomi Financial Group's BSCN Position: Q4 2023 in Review

Atomi Financial Group sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 16,674 shares — an estimated $354K sold.

Atomi Financial Group first reported a position in BSCN in Q1 2023 and held it in 3 quarters. The position peaked at $354K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Atomi Financial Group reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Atomi Financial Group sold 16,674 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $354K.
  • Atomi Financial Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Atomi Financial Group's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $354K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Atomi Financial Group's 13F filing for Q4 2023, filed 8 Feb 2024.