BW
BSCN

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

Bison Wealth’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
2021
Q1 		– Sell
-1,400
Closed -$31K – 487
2020
Q4 		$31K Hold
1,400
– – 0.01% 312
2020
Q3 		$31K Buy
+1,400
New +$30.6K 0.02% 270

Other funds holding BSCN

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
Ameriprise
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bison Wealth's BSCN Position: Q1 2021 in Review

Bison Wealth sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2021, closing a stake of 1,400 shares — an estimated $31K sold.

Bison Wealth first reported a position in BSCN in Q3 2020 and held it in 2 quarters. The position peaked at $31K in Q4 2020. 254 funds tracked by Wall St. Rank hold BSCN as of Q1 2021.

  • Bison Wealth reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Bison Wealth sold 1,400 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2021, an estimated $31K.
  • Bison Wealth first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Bison Wealth's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $31K in Q4 2020.
  • 254 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2021.

Based on Bison Wealth's 13F filing for Q1 2021, filed 5 May 2021.