Essex Private Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Essex Private Wealth Management’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 Q2	–	Sell	-19,100	Closed	-$403K	–	38
2022 Q1	$403K	Hold	19,100	–	–	1.09%	25
2021 Q4	$410K	Hold	19,100	–	–	0.35%	43
2021 Q3	$414K	Hold	19,100	–	–	0.38%	46
2021 Q2	$415K	Hold	19,100	–	–	0.38%	46
2021 Q1	$416K	Hold	19,100	–	–	0.4%	44
2020 Q4	$418K	Hold	19,100	–	–	0.41%	43
2020 Q3	$416K	Hold	19,100	–	–	0.43%	42
2020 Q2	$415K	Hold	19,100	–	–	0.48%	41
2020 Q1	$395K	Hold	19,100	–	–	0.52%	37
2019 Q4	$407K	Buy	+19,100	New	+$406K	0.41%	41

Other funds holding BSCN

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Private Wealth Management's BSCN Position: Q2 2022 in Review

Essex Private Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2022, closing a stake of 19,100 shares — an estimated $403K sold.

Essex Private Wealth Management first reported a position in BSCN in Q4 2019 and held it in 10 quarters. The position peaked at $418K in Q4 2020. 315 funds tracked by Wall St. Rank hold BSCN as of Q2 2022.

Essex Private Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Essex Private Wealth Management sold 19,100 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2022, an estimated $403K.
Essex Private Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Essex Private Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $418K in Q4 2020.
315 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2022.

Based on Essex Private Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.