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

Bruderman 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	-18,088	Closed	-$387K	–	107
2021 Q4	$387K	Sell	18,088 -139,676	-89%	-$3.01M	0.3%	69
2021 Q3	$3.42M	Buy	+157,764	New	+$3.42M	0.86%	39
2021 Q2	–	Sell	-143,088	Closed	-$3.12M	–	124
2021 Q1	$3.12M	Sell	143,088 -19,872	-12%	-$434K	0.87%	39
2020 Q4	$3.57M	Buy	162,960 +28,104	+21%	+$614K	1.04%	35
2020 Q3	$2.94M	Buy	134,856 +2,550	+2%	+$55.7K	0.96%	36
2020 Q2	$2.88M	Buy	132,306 +24,762	+23%	+$532K	0.95%	38
2020 Q1	$2.2M	Buy	107,544 +38,397	+56%	+$810K	0.87%	37
2019 Q4	$1.48M	Buy	69,147 +9,205	+15%	+$196K	0.46%	57
2019 Q3	$1.27M	Buy	59,942 +36,971	+161%	+$785K	0.32%	65
2019 Q2	$486K	Buy	22,971 +16,959	+282%	+$354K	0.11%	82
2019 Q1	$125K	Buy	+6,012	New	+$123K	0.03%	167

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

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

Bruderman Asset Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2022, closing a stake of 18,088 shares — an estimated $387K sold.

Bruderman Asset Management first reported a position in BSCN in Q1 2019 and held it in 11 quarters. The position peaked at $3.57M in Q4 2020. 306 funds tracked by Wall St. Rank hold BSCN as of Q1 2022.

Bruderman Asset Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 18,088 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2022, an estimated $387K.
Bruderman Asset Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
Bruderman Asset Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $3.57M in Q4 2020.
306 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.