BDO Wealth Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

BDO Wealth Advisors’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	-10,000	Closed	-$207K	–	805
2020 Q1	$207K	Sell	10,000 -28,283	-74%	-$597K	0.04%	201
2019 Q4	$816K	Sell	38,283 -2,172	-5%	-$46.2K	0.21%	86
2019 Q3	$861K	Buy	40,455 +12,624	+45%	+$268K	0.22%	87
2019 Q2	$589K	Buy	27,831 +8,514	+44%	+$178K	0.16%	102
2019 Q1	$402K	Buy	+19,317	New	+$396K	0.12%	120

Other funds holding BSCN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 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

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

BDO Wealth Advisors's BSCN Position: Q2 2020 in Review

BDO Wealth Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2020, closing a stake of 10,000 shares — an estimated $207K sold.

BDO Wealth Advisors first reported a position in BSCN in Q1 2019 and held it in 5 quarters. The position peaked at $861K in Q3 2019. 218 funds tracked by Wall St. Rank hold BSCN as of Q2 2020.

BDO Wealth Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
BDO Wealth Advisors sold 10,000 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2020, an estimated $207K.
BDO Wealth Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
BDO Wealth Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $861K in Q3 2019.
218 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.