AP
BSCN

Atwood & Palmer’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Atwood & Palmer’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
-3,526
Closed -$74.9K – 445
2023
Q3 		$74.9K Sell
3,526
-96,813
-96% -$2.05M 0.01% 187
2023
Q2 		$2.12M Sell
100,339
-4,300
-4% -$90.9K 0.19% 67
2023
Q1 		$2.21M Sell
104,639
-1,200
-1% -$25.3K 0.21% 67
2022
Q4 		$2.22M Sell
105,839
-1,000
-0.9% -$20.9K 0.2% 71
2022
Q3 		$2.23M Sell
106,839
-51,353
-32% -$1.08M 0.22% 67
2022
Q2 		$3.31M Sell
158,192
-1,866
-1% -$39.2K 0.32% 58
2022
Q1 		$3.38M Sell
160,058
-23,475
-13% -$499K 0.29% 55
2021
Q4 		$3.94M Sell
183,533
-5,324
-3% -$115K 0.33% 54
2021
Q3 		$4.09M Buy
188,857
+2
+0% +$43 0.37% 52
2021
Q2 		$4.1M Sell
188,855
-10,574
-5% -$230K 0.37% 54
2021
Q1 		$4.34M Sell
199,429
-248
-0.1% -$5.41K 0.42% 52
2020
Q4 		$4.37M Buy
199,677
+12,543
+7% +$274K 0.47% 51
2020
Q3 		$4.08M Buy
187,134
+18,853
+11% +$412K 0.51% 48
2020
Q2 		$3.66M Buy
168,281
+17,127
+11% +$368K 0.5% 47
2020
Q1 		$3.13M Buy
151,154
+6,578
+5% +$139K 0.49% 49
2019
Q4 		$3.08M Buy
144,576
+14,001
+11% +$298K 0.4% 44
2019
Q3 		$2.78M Buy
130,575
+122,475
+1,512% +$2.6M 0.37% 45
2019
Q2 		$171K Buy
+8,100
New +$169K 0.02% 132

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

Atwood & Palmer's BSCN Position: Q4 2023 in Review

Atwood & Palmer sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 3,526 shares — an estimated $74.9K sold.

Atwood & Palmer first reported a position in BSCN in Q2 2019 and held it in 18 quarters. The position peaked at $4.37M in Q4 2020. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Atwood & Palmer reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Atwood & Palmer sold 3,526 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $74.9K.
  • Atwood & Palmer first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2019 and held it in 18 quarters.
  • Atwood & Palmer's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $4.37M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.