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

FinDec Wealth Services’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	-31,627	Closed	-$671K	–	49
2023 Q3	$671K	Sell	31,627 -1,457	-4%	-$30.9K	0.49%	30
2023 Q2	$700K	Hold	33,084	–	–	0.49%	30
2023 Q1	$697K	Hold	33,084	–	–	0.53%	30
2022 Q4	$694K	Buy	+33,084	New	+$692K	0.57%	29

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

FinDec Wealth Services's BSCN Position: Q4 2023 in Review

FinDec Wealth Services sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 31,627 shares — an estimated $671K sold.

FinDec Wealth Services first reported a position in BSCN in Q4 2022 and held it in 4 quarters. The position peaked at $700K in Q2 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

FinDec Wealth Services reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
FinDec Wealth Services sold 31,627 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $671K.
FinDec Wealth Services first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
FinDec Wealth Services's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $700K in Q2 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on FinDec Wealth Services's 13F filing for Q4 2023, filed 7 Feb 2024.