GSEP
BSCN

Golden State Equity Partners’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Golden State Equity Partners’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
-10,927
Closed -$232K – 383
2023
Q3 		$232K Sell
10,927
-2,624
-19% -$55.7K 0.06% 295
2023
Q2 		$287K Buy
+13,551
New +$287K 0.08% 285

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 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 $18.1B AUM 24.69% 1-Year Est. Return

Golden State Equity Partners's BSCN Position: Q4 2023 in Review

Golden State Equity Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 10,927 shares — an estimated $232K sold.

Golden State Equity Partners first reported a position in BSCN in Q2 2023 and held it in 2 quarters. The position peaked at $287K in Q2 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Golden State Equity Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Golden State Equity Partners sold 10,927 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $232K.
  • Golden State Equity Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Golden State Equity Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $287K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Golden State Equity Partners's 13F filing for Q4 2023, filed 2 Feb 2024.