Baldrige Asset Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Baldrige Asset Management’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
2022 Q1	–	Sell	-944	Closed	-$20K	–	348
2021 Q4	$20K	Hold	944	–	–	0.01%	237
2021 Q3	$20K	Hold	944	–	–	0.01%	237
2021 Q2	$21K	Buy	+944	New	+$20.5K	0.01%	237

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

ADL

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

MFWM

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

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

BCM

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Baldrige Asset Management's BSCN Position: Q1 2022 in Review

Baldrige Asset Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2022, closing a stake of 944 shares — an estimated $20K sold.

Baldrige Asset Management first reported a position in BSCN in Q2 2021 and held it in 3 quarters. The position peaked at $21K in Q2 2021. 306 funds tracked by Wall St. Rank hold BSCN as of Q1 2022.

Baldrige Asset Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Baldrige Asset Management sold 944 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2022, an estimated $20K.
Baldrige Asset Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
Baldrige Asset Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $21K in Q2 2021.
306 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2022.

Based on Baldrige Asset Management's 13F filing for Q1 2022, filed 26 Apr 2022.