CFCI
BSCN

Comprehensive Financial Consultants Institutional’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Comprehensive Financial Consultants Institutional’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
-28,571
Closed -$607K – 164
2023
Q3 		$607K Sell
28,571
-1,756
-6% -$37.2K 0.32% 100
2023
Q2 		$644K Sell
30,327
-704
-2% -$14.9K 0.34% 98
2023
Q1 		$654K Sell
31,031
-1,148
-4% -$24.2K 0.37% 96
2022
Q4 		$676K Sell
32,179
-1,378
-4% -$28.8K 0.41% 90
2022
Q3 		$700K Buy
33,557
+5,580
+20% +$117K 0.46% 84
2022
Q2 		$586K Sell
27,977
-1,474
-5% -$31K 0.42% 94
2022
Q1 		$618K Sell
29,451
-699
-2% -$14.9K 0.43% 88
2021
Q4 		$639K Buy
+30,150
New +$650K 0.41% 86

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PP
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

Comprehensive Financial Consultants Institutional's BSCN Position: Q4 2023 in Review

Comprehensive Financial Consultants Institutional sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 28,571 shares — an estimated $607K sold.

Comprehensive Financial Consultants Institutional first reported a position in BSCN in Q4 2021 and held it in 8 quarters. The position peaked at $700K in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Comprehensive Financial Consultants Institutional reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 28,571 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $607K.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
  • Comprehensive Financial Consultants Institutional's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $700K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2023, filed 24 Jan 2024.