AWS
BSCN

Atria Wealth Solutions’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Atria Wealth Solutions’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
-253,572
Closed -$5.38M – 2052
2023
Q3 		$5.38M Sell
253,572
-191,973
-43% -$4.07M 0.08% 272
2023
Q2 		$9.43M Buy
445,545
+58,961
+15% +$1.25M 0.13% 161
2023
Q1 		$8.15M Sell
386,584
-5,638
-1% -$119K 0.12% 171
2022
Q4 		$8.23M Sell
392,222
-25,567
-6% -$535K 0.13% 169
2022
Q3 		$8.72M Buy
417,789
+9,963
+2% +$209K 0.15% 150
2022
Q2 		$8.54M Buy
407,826
+144,596
+55% +$3.04M 0.17% 137
2022
Q1 		$5.55M Buy
+263,230
New +$5.59M 0.09% 232

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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