HWM
BSCN

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

HB 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
2022
Q3 		– Sell
-27,458
Closed -$575K – 625
2022
Q2 		$575K Buy
27,458
+9
+0% +$189 0.01% 320
2022
Q1 		$579K Buy
27,449
+9
+0% +$191 0.01% 323
2021
Q4 		$589K Buy
+27,440
New +$592K 0.01% 291

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Ameriprise
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HB Wealth Management's BSCN Position: Q3 2022 in Review

HB Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q3 2022, closing a stake of 27,458 shares — an estimated $575K sold.

HB Wealth Management first reported a position in BSCN in Q4 2021 and held it in 3 quarters. The position peaked at $589K in Q4 2021. 316 funds tracked by Wall St. Rank hold BSCN as of Q3 2022.

  • HB Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • HB Wealth Management sold 27,458 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2022, an estimated $575K.
  • HB Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • HB Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $589K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2022.

Based on HB Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.