Golden State Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Golden State Wealth Management’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
2020 Q4	–	Sell	-6,600	Closed	-$144K	–	452
2020 Q3	$144K	Buy	+6,600	New	+$144K	0.05%	225
2020 Q2	–	Sell	-6,600	Closed	-$137K	–	1035
2020 Q1	$137K	Buy	+6,600	New	+$139K	0.06%	208
2019 Q4	–	Sell	-6,600	Closed	-$141K	–	1113
2019 Q3	$141K	Buy	+6,600	New	+$140K	0.05%	259

Other funds holding BSCN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Golden State Wealth Management's BSCN Position: Q4 2020 in Review

Golden State Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2020, closing a stake of 6,600 shares — an estimated $144K sold.

Golden State Wealth Management first reported a position in BSCN in Q3 2019 and held it in 3 quarters. The position peaked at $144K in Q3 2020. 260 funds tracked by Wall St. Rank hold BSCN as of Q4 2020.

Golden State Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 6,600 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2020, an estimated $144K.
Golden State Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
Golden State Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $144K in Q3 2020.
260 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.