Clean Yield Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-2,500	Closed	-$52.7K	–	442
2023 Q1	$52.7K	Buy	+2,500	New	+$52.6K	0.02%	230

Other funds holding BSCN

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Clean Yield Group's BSCN Position: Q2 2023 in Review

Clean Yield Group sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2023, closing a stake of 2,500 shares — an estimated $52.7K sold.

Clean Yield Group first reported a position in BSCN in Q1 2023 and held it in 1 quarter. The position peaked at $52.7K in Q1 2023. 337 funds tracked by Wall St. Rank hold BSCN as of Q2 2023.

Clean Yield Group reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Clean Yield Group sold 2,500 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2023, an estimated $52.7K.
Clean Yield Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
Clean Yield Group's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $52.7K in Q1 2023.
337 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2023.

Based on Clean Yield Group's 13F filing for Q2 2023, filed 26 Jul 2023.