CFA
BSCN

Cahill Financial Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Cahill Financial Advisors’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
Q4 		– Sell
-985
Closed -$21K – 865
2021
Q3 		$21K Buy
+985
New +$21.4K ﹤0.01% 448

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OA
Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Cahill Financial Advisors's BSCN Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2021, closing a stake of 985 shares — an estimated $21K sold.

Cahill Financial Advisors first reported a position in BSCN in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 302 funds tracked by Wall St. Rank hold BSCN as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 985 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2021, an estimated $21K.
  • Cahill Financial Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $21K in Q3 2021.
  • 302 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.