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

Buckingham Strategic 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
2018 Q3	–	Sell	-13,320	Closed	-$269K	–	382
2018 Q2	$269K	Buy	13,320 +2,332	+21%	+$47.1K	0.04%	284
2018 Q1	$224K	Buy	+10,988	New	+$225K	0.04%	279

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Buckingham Strategic Wealth's BSCN Position: Q3 2018 in Review

Buckingham Strategic Wealth sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q3 2018, closing a stake of 13,320 shares — an estimated $269K sold.

Buckingham Strategic Wealth first reported a position in BSCN in Q1 2018 and held it in 2 quarters. The position peaked at $269K in Q2 2018. 103 funds tracked by Wall St. Rank hold BSCN as of Q3 2018.

Buckingham Strategic Wealth reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Buckingham Strategic Wealth sold 13,320 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2018, an estimated $269K.
Buckingham Strategic Wealth first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
Buckingham Strategic Wealth's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $269K in Q2 2018.
103 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2018, filed 2 Nov 2018.