Financial Advocates Investment Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Financial Advocates Investment 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
2023 Q2	–	Sell	-10,551	Closed	-$222K	–	792
2023 Q1	$222K	Buy	10,551 +590	+6%	+$12.4K	0.02%	652
2022 Q4	$209K	Buy	+9,961	New	+$208K	0.02%	679

Other funds holding BSCN

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

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

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

HPC

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ADL

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

BCM

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

Financial Advocates Investment Management's BSCN Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2023, closing a stake of 10,551 shares — an estimated $222K sold.

Financial Advocates Investment Management first reported a position in BSCN in Q4 2022 and held it in 2 quarters. The position peaked at $222K in Q1 2023. 337 funds tracked by Wall St. Rank hold BSCN as of Q2 2023.

Financial Advocates Investment Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 10,551 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2023, an estimated $222K.
Financial Advocates Investment Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
Financial Advocates Investment Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $222K in Q1 2023.
337 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.