HWA
BSCN

HHM Wealth Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

HHM Wealth 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
2023
Q4 		– Sell
-2,500
Closed -$53.1K – 834
2023
Q3 		$53.1K Sell
2,500
-2,230
-47% -$47.3K 0.01% 267
2023
Q2 		$100K Sell
4,730
-3,437
-42% -$72.7K 0.02% 207
2023
Q1 		$172K Hold
8,167
– – 0.04% 141
2022
Q4 		$171K Sell
8,167
-4,746
-37% -$99.3K 0.04% 131
2022
Q3 		$269K Hold
12,913
– – 0.07% 87
2022
Q2 		$271K Sell
12,913
-300
-2% -$6.3K 0.07% 107
2022
Q1 		$279K Sell
13,213
-2,655
-17% -$56.4K 0.07% 116
2021
Q4 		$341K Hold
15,868
– – 0.08% 94
2021
Q3 		$344K Hold
15,868
– – 0.09% 91
2021
Q2 		$345K Buy
15,868
+1,080
+7% +$23.5K 0.09% 87
2021
Q1 		$322K Hold
14,788
– – 0.1% 83
2020
Q4 		$324K Hold
14,788
– – 0.11% 71
2020
Q3 		$322K Sell
14,788
-2,250
-13% -$49.2K 0.13% 62
2020
Q2 		$371K Buy
17,038
+2,875
+20% +$61.7K 0.16% 54
2020
Q1 		$294K Buy
14,163
+1,115
+9% +$23.5K 0.14% 59
2019
Q4 		$278K Hold
13,048
– – 0.13% 65
2019
Q3 		$278K Hold
13,048
– – 0.16% 61
2019
Q2 		$276K Buy
13,048
+1,890
+17% +$39.5K 0.16% 55
2019
Q1 		$232K Hold
11,158
– – 0.15% 61
2018
Q4 		$225K Buy
+11,158
New +$224K 0.16% 54

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

HHM Wealth Advisors's BSCN Position: Q4 2023 in Review

HHM Wealth Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 2,500 shares — an estimated $53.1K sold.

HHM Wealth Advisors first reported a position in BSCN in Q4 2018 and held it in 20 quarters. The position peaked at $371K in Q2 2020. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • HHM Wealth Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 2,500 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $53.1K.
  • HHM Wealth Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2018 and held it in 20 quarters.
  • HHM Wealth Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $371K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.