HC Financial Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

HC Financial Advisors’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
2021 Q4	–	Sell	-126	Closed	-$3K	–	356
2021 Q3	$3K	Sell	126 -461	-79%	-$10K	﹤0.01%	299
2021 Q2	$13K	Hold	587	–	–	0.01%	233
2021 Q1	$13K	Hold	587	–	–	0.01%	235
2020 Q4	$13K	Hold	587	–	–	0.01%	243
2020 Q3	$13K	Hold	587	–	–	0.01%	232
2020 Q2	$13K	Sell	587 -25	-4%	-$537	0.01%	216
2020 Q1	$13K	Buy	+612	New	+$12.9K	0.01%	218

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

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

MFWM

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

ADL

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

BCM

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

SFG

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

HC Financial Advisors's BSCN Position: Q4 2021 in Review

HC Financial Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2021, closing a stake of 126 shares — an estimated $3K sold.

HC Financial Advisors first reported a position in BSCN in Q1 2020 and held it in 7 quarters. The position peaked at $13K in Q2 2021. 302 funds tracked by Wall St. Rank hold BSCN as of Q4 2021.

HC Financial Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
HC Financial Advisors sold 126 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2021, an estimated $3K.
HC Financial Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
HC Financial Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $13K in Q2 2021.
302 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2021.

Based on HC Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.