Innova Wealth Partners’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Innova Wealth 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
2023 Q1	–	Sell	-14,378	Closed	-$302K	–	63
2022 Q4	$302K	Sell	14,378 -5,586	-28%	-$117K	0.26%	38
2022 Q3	$417K	Buy	19,964 +6	+0%	+$126	0.38%	27
2022 Q2	$418K	Sell	19,958 -144	-0.7%	-$3.03K	0.35%	29
2022 Q1	$424K	Sell	20,102 -1,044	-5%	-$22.2K	0.3%	35
2021 Q4	$454K	Sell	21,146 -319	-1%	-$6.88K	0.32%	39
2021 Q3	$465K	Buy	21,465 +5,507	+35%	+$120K	0.37%	35
2021 Q2	$347K	Buy	15,958 +7	+0%	+$152	0.27%	44
2021 Q1	$347K	Buy	+15,951	New	+$348K	0.29%	43

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HPC

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

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

ADL

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Innova Wealth Partners's BSCN Position: Q1 2023 in Review

Innova Wealth Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2023, closing a stake of 14,378 shares — an estimated $302K sold.

Innova Wealth Partners first reported a position in BSCN in Q1 2021 and held it in 8 quarters. The position peaked at $465K in Q3 2021. 338 funds tracked by Wall St. Rank hold BSCN as of Q1 2023.

Innova Wealth Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Innova Wealth Partners sold 14,378 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2023, an estimated $302K.
Innova Wealth Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2021 and held it in 8 quarters.
Innova Wealth Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $465K in Q3 2021.
338 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2023.

Based on Innova Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.