Gryphon Financial Partners’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Gryphon Financial 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
2022 Q1	–	Sell	-149,480	Closed	-$3.21M	–	217
2021 Q4	$3.21M	Buy	149,480 +373	+0.3%	+$8.04K	0.61%	23
2021 Q3	$3.23M	Buy	149,107 +386	+0.3%	+$8.38K	0.72%	21
2021 Q2	$3.23M	Buy	148,721 +8,975	+6%	+$195K	0.73%	20
2021 Q1	$3.04M	Buy	+139,746	New	+$3.05M	0.69%	22

Other funds holding BSCN

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

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

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

HPC

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

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

MFWM

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

Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return

BCM

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Gryphon Financial Partners's BSCN Position: Q1 2022 in Review

Gryphon Financial Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2022, closing a stake of 149,480 shares — an estimated $3.21M sold.

Gryphon Financial Partners first reported a position in BSCN in Q1 2021 and held it in 4 quarters. The position peaked at $3.23M in Q2 2021. 306 funds tracked by Wall St. Rank hold BSCN as of Q1 2022.

Gryphon Financial Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Gryphon Financial Partners sold 149,480 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2022, an estimated $3.21M.
Gryphon Financial Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Gryphon Financial Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $3.23M in Q2 2021.
306 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2022.

Based on Gryphon Financial Partners's 13F filing for Q1 2022, filed 5 May 2022.