Jaffetilchin Investment Partners’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Jaffetilchin Investment 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 Q4	–	Sell	-575,873	Closed	-$12.2M	–	381
2023 Q3	$12.2M	Buy	575,873 +6,725	+1%	+$143K	1.35%	17
2023 Q2	$12M	Buy	569,148 +139,649	+33%	+$2.95M	1.27%	19
2023 Q1	$9.05M	Buy	+429,499	New	+$9.04M	1.03%	23

Other funds holding BSCN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Jaffetilchin Investment Partners's BSCN Position: Q4 2023 in Review

Jaffetilchin Investment Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 575,873 shares — an estimated $12.2M sold.

Jaffetilchin Investment Partners first reported a position in BSCN in Q1 2023 and held it in 3 quarters. The position peaked at $12.2M in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Jaffetilchin Investment Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Jaffetilchin Investment Partners sold 575,873 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $12.2M.
Jaffetilchin Investment Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
Jaffetilchin Investment Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $12.2M in Q3 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.