GWAG
BSCN

Garrett Wealth Advisory Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Garrett Wealth Advisory Group’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
-14,496
Closed -$308K – 61
2023
Q3 		$308K Buy
14,496
+12
+0.1% +$255 0.14% 46
2023
Q2 		$307K Buy
+14,484
New +$306K 0.14% 45
2019
Q4 		– Sell
-1,185
Closed -$25.2K – 759
2019
Q3 		$25.2K Buy
+1,185
New +$25.1K 0.02% 188

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PP
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