Evexia Wealth’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Evexia Wealth’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
2023 Q4	–	Sell	-61,121	Closed	-$1.3M	–	59
2023 Q3	$1.3M	Buy	61,121 +4,978	+9%	+$106K	0.66%	35
2023 Q2	$1.19M	Sell	56,143 -4,051	-7%	-$85.6K	0.57%	34
2023 Q1	$1.27M	Buy	+60,194	New	+$1.27M	0.69%	34

Other funds holding BSCN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Evexia Wealth's BSCN Position: Q4 2023 in Review

Evexia Wealth sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 61,121 shares — an estimated $1.3M sold.

Evexia Wealth first reported a position in BSCN in Q1 2023 and held it in 3 quarters. The position peaked at $1.3M in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Evexia Wealth reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Evexia Wealth sold 61,121 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $1.3M.
Evexia Wealth first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
Evexia Wealth's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $1.3M in Q3 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Evexia Wealth's 13F filing for Q4 2023, filed 6 Feb 2024.