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

Kingsview 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
2021 Q2	–	Sell	-17,373	Closed	-$378K	–	1035
2021 Q1	$378K	Buy	17,373 +777	+5%	+$17K	0.02%	583
2020 Q4	$363K	Buy	16,596 +2,686	+19%	+$58.7K	0.03%	515
2020 Q3	$303K	Buy	+13,910	New	+$304K	0.03%	475

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

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

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

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kingsview Wealth Management's BSCN Position: Q2 2021 in Review

Kingsview Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2021, closing a stake of 17,373 shares — an estimated $378K sold.

Kingsview Wealth Management first reported a position in BSCN in Q3 2020 and held it in 3 quarters. The position peaked at $378K in Q1 2021. 264 funds tracked by Wall St. Rank hold BSCN as of Q2 2021.

Kingsview Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Kingsview Wealth Management sold 17,373 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2021, an estimated $378K.
Kingsview Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
Kingsview Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $378K in Q1 2021.
264 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.