IAA
BSCN

Independent Advisor Alliance’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-16,654
Closed -$355K – 939
2019
Q4 		$355K Buy
+16,654
New +$354K 0.02% 632

Other funds holding BSCN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's BSCN Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2020, closing a stake of 16,654 shares — an estimated $355K sold.

Independent Advisor Alliance first reported a position in BSCN in Q4 2019 and held it in 1 quarter. The position peaked at $355K in Q4 2019. 209 funds tracked by Wall St. Rank hold BSCN as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 16,654 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2020, an estimated $355K.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $355K in Q4 2019.
  • 209 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.