EFS
BSCN

Econ Financial Services’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Econ Financial Services’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
2019
Q2 		$1.08M Buy
50,917
+4,093
+9% +$85.5K 1.49% 25
2019
Q1 		$974K Buy
46,824
+1,128
+2% +$23.1K 1.46% 22
2018
Q4 		$922K Buy
+45,696
New +$918K 1.4% 28

Other funds holding BSCN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Econ Financial Services's BSCN Position: Q2 2019 in Review

Econ Financial Services increased its Invesco BulletShares 2023 Corporate Bond ETF (BSCN) stake by 8.7% in Q2 2019, buying an estimated $85.5K and bringing the position to 50,917 shares worth $1.08M. The position accounts for 1.49% of the portfolio, ranked #25.

Econ Financial Services first reported a position in BSCN in Q4 2018 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold BSCN as of Q2 2019.

  • Econ Financial Services held 50,917 shares of Invesco BulletShares 2023 Corporate Bond ETF worth $1.08M as of Q2 2019.
  • Econ Financial Services bought 4,093 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2019, an estimated $85.5K.
  • Invesco BulletShares 2023 Corporate Bond ETF made up 1.49% of Econ Financial Services's portfolio in Q2 2019, its #25 holding.
  • Econ Financial Services first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2018 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.