Continuum Wealth Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Continuum Wealth 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
2023 Q4	–	Sell	-17,053	Closed	-$362K	–	55
2023 Q3	$362K	Hold	17,053	–	–	0.26%	31
2023 Q2	$361K	Hold	17,053	–	–	0.26%	32
2023 Q1	$359K	Hold	17,053	–	–	0.29%	25
2022 Q4	$358K	Buy	+17,053	New	+$357K	0.36%	29

Other funds holding BSCN

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 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 $20.6B AUM 34.61% 1-Year Est. Return

Continuum Wealth Advisors's BSCN Position: Q4 2023 in Review

Continuum Wealth Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 17,053 shares — an estimated $362K sold.

Continuum Wealth Advisors first reported a position in BSCN in Q4 2022 and held it in 4 quarters. The position peaked at $362K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Continuum Wealth Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Continuum Wealth Advisors sold 17,053 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $362K.
Continuum Wealth Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Continuum Wealth Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $362K in Q3 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Continuum Wealth Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.