CMP
BSCN

Courage Miller Partners’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Courage Miller Partners’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
2022
Q1 		– Sell
-11,895
Closed -$255K – 85
2021
Q4 		$255K Sell
11,895
-407
-3% -$8.78K 0.1% 75
2021
Q3 		$267K Hold
12,302
– – 0.11% 72
2021
Q2 		$267K Sell
12,302
-4,967
-29% -$108K 0.11% 72
2021
Q1 		$376K Sell
17,269
-95
-0.5% -$2.07K 0.16% 69
2020
Q4 		$380K Sell
17,364
-381
-2% -$8.33K 0.17% 68
2020
Q3 		$386K Hold
17,745
– – 0.21% 62
2020
Q2 		$386K Hold
17,745
– – 0.21% 62
2020
Q1 		$367K Sell
17,745
-250
-1% -$5.27K 0.23% 58
2019
Q4 		$383K Sell
17,995
-117
-0.6% -$2.49K 0.2% 61
2019
Q3 		$386K Sell
18,112
-5,478
-23% -$116K 0.21% 58
2019
Q2 		$499K Sell
23,590
-160,906
-87% -$3.36M 0.27% 57
2019
Q1 		$3.84M Sell
184,496
-385
-0.2% -$7.89K 2.17% 16
2018
Q4 		$3.73M Buy
184,881
+3,675
+2% +$73.8K 2.21% 15
2018
Q3 		$3.66M Buy
181,206
+7,331
+4% +$148K 2.11% 15
2018
Q2 		$3.51M Buy
173,875
+3,633
+2% +$73.5K 2.08% 15
2018
Q1 		$3.47M Buy
170,242
+61,866
+57% +$1.27M 2.1% 15
2017
Q4 		$2.26M Buy
108,376
+54,927
+103% +$1.15M 1.37% 25
2017
Q3 		$1.13M Buy
+53,449
New +$1.13M 0.71% 40

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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
OA
Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Courage Miller Partners's BSCN Position: Q1 2022 in Review

Courage Miller Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2022, closing a stake of 11,895 shares — an estimated $255K sold.

Courage Miller Partners first reported a position in BSCN in Q3 2017 and held it in 18 quarters. The position peaked at $3.84M in Q1 2019. 306 funds tracked by Wall St. Rank hold BSCN as of Q1 2022.

  • Courage Miller Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Courage Miller Partners sold 11,895 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2022, an estimated $255K.
  • Courage Miller Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2017 and held it in 18 quarters.
  • Courage Miller Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $3.84M in Q1 2019.
  • 306 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2022.

Based on Courage Miller Partners's 13F filing for Q1 2022, filed 6 May 2022.