DSN
BSCN

D. Scott Neal’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

D. Scott Neal’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
2018
Q2 		– Sell
-210
Closed -$4K – 184
2018
Q1 		$4K Sell
210
-83,687
-100% -$1.72M ﹤0.01% 145
2017
Q4 		$1.75M Buy
83,897
+16,142
+24% +$339K 1.05% 13
2017
Q3 		$1.43M Buy
+67,755
New +$1.43M 0.86% 16

Other funds holding BSCN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

D. Scott Neal's BSCN Position: Q2 2018 in Review

D. Scott Neal sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2018, closing a stake of 210 shares — an estimated $4K sold.

D. Scott Neal first reported a position in BSCN in Q3 2017 and held it in 3 quarters. The position peaked at $1.75M in Q4 2017. 84 funds tracked by Wall St. Rank hold BSCN as of Q2 2018.

  • D. Scott Neal reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • D. Scott Neal sold 210 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2018, an estimated $4K.
  • D. Scott Neal first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2017 and held it in 3 quarters.
  • D. Scott Neal's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $1.75M in Q4 2017.
  • 84 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.