KC
BSCN

Kades & Cheifetz’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Kades & Cheifetz’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
-40,880
Closed -$868K – 83
2023
Q3 		$868K Buy
40,880
+324
+0.8% +$6.87K 0.69% 35
2023
Q2 		$859K Buy
40,556
+97
+0.2% +$2.05K 0.66% 37
2023
Q1 		$853K Sell
40,459
-1,631
-4% -$34.3K 0.67% 35
2022
Q4 		$883K Buy
+42,090
New +$880K 0.74% 32

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Kades & Cheifetz's BSCN Position: Q4 2023 in Review

Kades & Cheifetz sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 40,880 shares — an estimated $868K sold.

Kades & Cheifetz first reported a position in BSCN in Q4 2022 and held it in 4 quarters. The position peaked at $883K in Q4 2022. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Kades & Cheifetz reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Kades & Cheifetz sold 40,880 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $868K.
  • Kades & Cheifetz first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • Kades & Cheifetz's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $883K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Kades & Cheifetz's 13F filing for Q4 2023, filed 30 Jan 2024.