Kings Point Capital Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Kings Point Capital 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
2022 Q1	$89K	Hold	4,220	–	–	0.01%	292
2021 Q4	$91K	Hold	4,220	–	–	0.01%	311
2021 Q3	$91K	Hold	4,220	–	–	0.01%	290
2021 Q2	$92K	Hold	4,220	–	–	0.01%	283
2021 Q1	$92K	Hold	4,220	–	–	0.01%	272
2020 Q4	$92K	Hold	4,220	–	–	0.01%	258
2020 Q3	$92K	Hold	4,220	–	–	0.01%	246
2020 Q2	$92K	Hold	4,220	–	–	0.01%	224
2020 Q1	$87K	Hold	4,220	–	–	0.02%	225
2019 Q4	$90K	Hold	4,220	–	–	0.01%	247
2019 Q3	$90K	Buy	+4,220	New	+$89.6K	0.02%	233
2017 Q2	–	Sell	-497	Closed	-$10K	–	367
2017 Q1	$10K	Buy	+497	New	+$10.2K	﹤0.01%	348

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

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

HPC

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

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

ADL

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return

BCM

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Kings Point Capital Management's BSCN Position: Q1 2022 in Review

Kings Point Capital Management held its Invesco BulletShares 2023 Corporate Bond ETF (BSCN) position steady in Q1 2022 at 4,220 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #292.

Kings Point Capital Management first reported a position in BSCN in Q1 2017 and has held it in 12 quarters since. The position peaked at $92K in Q2 2021. 306 funds tracked by Wall St. Rank hold BSCN as of Q1 2022.

Kings Point Capital Management held 4,220 shares of Invesco BulletShares 2023 Corporate Bond ETF worth $89K as of Q1 2022.
Kings Point Capital Management left its Invesco BulletShares 2023 Corporate Bond ETF share count unchanged in Q1 2022.
Invesco BulletShares 2023 Corporate Bond ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #292 holding.
Kings Point Capital Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2017 and has held it in 12 quarters since.
Kings Point Capital Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $92K in Q2 2021.
306 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.