Farther Finance Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Farther Finance Advisors’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	-12,667	Closed	-$269K	–	3655
2023 Q3	$269K	Sell	12,667 -1,744	-12%	-$37K	0.04%	317
2023 Q2	$305K	Buy	14,411 +9,162	+175%	+$194K	0.07%	243
2023 Q1	$111K	Buy	+5,249	New	+$110K	0.03%	381

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

Farther Finance Advisors's BSCN Position: Q4 2023 in Review

Farther Finance Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 12,667 shares — an estimated $269K sold.

Farther Finance Advisors first reported a position in BSCN in Q1 2023 and held it in 3 quarters. The position peaked at $305K in Q2 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Farther Finance Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Farther Finance Advisors sold 12,667 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $269K.
Farther Finance Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
Farther Finance Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $305K in Q2 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Farther Finance Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.