Baystate Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Baystate Wealth 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 Q3	–	Sell	-103	Closed	-$2K	–	965
2022 Q2	$2K	Hold	103	–	–	﹤0.01%	803
2022 Q1	$2K	Sell	103 -71	-41%	-$1.51K	﹤0.01%	795
2021 Q4	$4K	Buy	+174	New	+$3.75K	﹤0.01%	696

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Wells Fargo San Francisco, California $530B AUM 22.01% 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

ADL

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baystate Wealth Management's BSCN Position: Q3 2022 in Review

Baystate Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q3 2022, closing a stake of 103 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in BSCN in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 316 funds tracked by Wall St. Rank hold BSCN as of Q3 2022.

Baystate Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Baystate Wealth Management sold 103 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2022, an estimated $2K.
Baystate Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Baystate Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $4K in Q4 2021.
316 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2022.

Based on Baystate Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.