LTI
BSCN

Laffer Tengler Investments’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Laffer Tengler Investments’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
Q1 		– Sell
-4,460
Closed -$97.7K – 354
2020
Q4 		$97.7K Sell
4,460
-10,699
-71% -$234K 0.04% 210
2020
Q3 		$330K Hold
15,159
– – 0.17% 104
2020
Q2 		$330K Buy
+15,159
New +$325K 0.19% 97

Other funds holding BSCN

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Laffer Tengler Investments's BSCN Position: Q1 2021 in Review

Laffer Tengler Investments sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2021, closing a stake of 4,460 shares — an estimated $97.7K sold.

Laffer Tengler Investments first reported a position in BSCN in Q2 2020 and held it in 3 quarters. The position peaked at $330K in Q3 2020. 254 funds tracked by Wall St. Rank hold BSCN as of Q1 2021.

  • Laffer Tengler Investments reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Laffer Tengler Investments sold 4,460 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2021, an estimated $97.7K.
  • Laffer Tengler Investments first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • Laffer Tengler Investments's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $330K in Q3 2020.
  • 254 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2021.

Based on Laffer Tengler Investments's 13F filing for Q1 2021, filed 17 May 2021.