Kaydan Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Kaydan Wealth Management’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	-17,295	Closed	-$367K	–	101
2023 Q3	$367K	Sell	17,295 -953	-5%	-$20.2K	0.15%	64
2023 Q2	$386K	Buy	18,248 +1	+0%	+$21	0.16%	65
2023 Q1	$385K	Buy	18,247 +1,036	+6%	+$21.8K	0.16%	62
2022 Q4	$361K	Sell	17,211 -3,598	-17%	-$75.3K	0.14%	64
2022 Q3	$434K	Sell	20,809 -710	-3%	-$14.9K	0.24%	52
2022 Q2	$451K	Sell	21,519 -33	-0.2%	-$694	0.25%	53
2022 Q1	$455K	Sell	21,552 -1,024	-5%	-$21.8K	0.2%	60
2021 Q4	$484K	Buy	+22,576	New	+$487K	0.18%	57

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

Kaydan Wealth Management's BSCN Position: Q4 2023 in Review

Kaydan Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 17,295 shares — an estimated $367K sold.

Kaydan Wealth Management first reported a position in BSCN in Q4 2021 and held it in 8 quarters. The position peaked at $484K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Kaydan Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Kaydan Wealth Management sold 17,295 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $367K.
Kaydan Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Kaydan Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $484K in Q4 2021.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Kaydan Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.