AIA
BSCN

Avalon Investment & Advisory’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Avalon Investment & Advisory’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
2020
Q2 		– Sell
-21,710
Closed -$450K – 352
2020
Q1 		$450K Buy
+21,710
New +$458K 0.01% 263

Other funds holding BSCN

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Avalon Investment & Advisory's BSCN Position: Q2 2020 in Review

Avalon Investment & Advisory sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2020, closing a stake of 21,710 shares — an estimated $450K sold.

Avalon Investment & Advisory first reported a position in BSCN in Q1 2020 and held it in 1 quarter. The position peaked at $450K in Q1 2020. 218 funds tracked by Wall St. Rank hold BSCN as of Q2 2020.

  • Avalon Investment & Advisory reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 21,710 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2020, an estimated $450K.
  • Avalon Investment & Advisory first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Avalon Investment & Advisory's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $450K in Q1 2020.
  • 218 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2020.

Based on Avalon Investment & Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.