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

Buck Wealth Strategies’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
2023 Q4	–	Sell	-1,754	Closed	-$37.2K	–	368
2023 Q3	$37.2K	Sell	1,754 -4,706	-73%	-$99.8K	0.02%	131
2023 Q2	$141K	Hold	6,460	–	–	0.06%	42
2023 Q1	$141K	Buy	+6,460	New	+$136K	0.07%	40

Other funds holding BSCN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Buck Wealth Strategies's BSCN Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 1,754 shares — an estimated $37.2K sold.

Buck Wealth Strategies first reported a position in BSCN in Q1 2023 and held it in 3 quarters. The position peaked at $141K in Q2 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Buck Wealth Strategies reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 1,754 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $37.2K.
Buck Wealth Strategies first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
Buck Wealth Strategies's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $141K in Q2 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.