Bradley & Co Private Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Bradley & Co Private 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 Q4	–	Sell	-6,665	Closed	-$139K	–	190
2022 Q3	$139K	Hold	6,665	–	–	0.17%	42
2022 Q2	$140K	Buy	+6,665	New	+$140K	0.15%	52

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

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BCM

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

ADL

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

Bradley & Co Private Wealth Management's BSCN Position: Q4 2022 in Review

Bradley & Co Private Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2022, closing a stake of 6,665 shares — an estimated $139K sold.

Bradley & Co Private Wealth Management first reported a position in BSCN in Q2 2022 and held it in 2 quarters. The position peaked at $140K in Q2 2022. 343 funds tracked by Wall St. Rank hold BSCN as of Q4 2022.

Bradley & Co Private Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 6,665 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2022, an estimated $139K.
Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
Bradley & Co Private Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $140K in Q2 2022.
343 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.