EK
BSCN

Evensky & Katz’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Evensky & Katz’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
Q3 		– Sell
-34,122
Closed -$715K – 85
2022
Q2 		$715K Buy
+34,122
New +$717K 0.08% 54

Other funds holding BSCN

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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
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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evensky & Katz's BSCN Position: Q3 2022 in Review

Evensky & Katz sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q3 2022, closing a stake of 34,122 shares — an estimated $715K sold.

Evensky & Katz first reported a position in BSCN in Q2 2022 and held it in 1 quarter. The position peaked at $715K in Q2 2022. 316 funds tracked by Wall St. Rank hold BSCN as of Q3 2022.

  • Evensky & Katz reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Evensky & Katz sold 34,122 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2022, an estimated $715K.
  • Evensky & Katz first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Evensky & Katz's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $715K in Q2 2022.
  • 316 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2022.

Based on Evensky & Katz's 13F filing for Q3 2022, filed 19 Oct 2022.