FIA
BSCN

Foundations Investment Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Foundations Investment 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
-4,368,973
Closed -$92.8M – 746
2023
Q3 		$92.8M Buy
+4,368,973
New +$92.7M 2.86% 4

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Foundations Investment Advisors's BSCN Position: Q4 2023 in Review

Foundations Investment Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 4,368,973 shares — an estimated $92.8M sold.

Foundations Investment Advisors first reported a position in BSCN in Q3 2023 and held it in 1 quarter. The position peaked at $92.8M in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Foundations Investment Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,368,973 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $92.8M.
  • Foundations Investment Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $92.8M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.