FFS
BSCN

Founders Financial Securities’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Founders Financial Securities’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
Q1 		– Sell
-12,845
Closed -$269K – 344
2022
Q4 		$269K Buy
12,845
+1,635
+15% +$34.2K 0.04% 269
2022
Q3 		$234K Buy
+11,210
New +$235K 0.04% 269

Other funds holding BSCN

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Founders Financial Securities's BSCN Position: Q1 2023 in Review

Founders Financial Securities sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2023, closing a stake of 12,845 shares — an estimated $269K sold.

Founders Financial Securities first reported a position in BSCN in Q3 2022 and held it in 2 quarters. The position peaked at $269K in Q4 2022. 338 funds tracked by Wall St. Rank hold BSCN as of Q1 2023.

  • Founders Financial Securities reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Founders Financial Securities sold 12,845 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2023, an estimated $269K.
  • Founders Financial Securities first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Founders Financial Securities's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $269K in Q4 2022.
  • 338 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2023.

Based on Founders Financial Securities's 13F filing for Q1 2023, filed 4 May 2023.