LFG
BSCN

Larson Financial Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Larson Financial Group’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
-1,444
Closed -$30.7K – 1933
2023
Q3 		$30.7K Hold
1,444
– – ﹤0.01% 724
2023
Q2 		$30.6K Sell
1,444
-3,859
-73% -$81.6K ﹤0.01% 642
2023
Q1 		$112K Buy
5,303
+953
+22% +$20.1K 0.01% 414
2022
Q4 		$91.3K Buy
+4,350
New +$91K 0.01% 417

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Larson Financial Group's BSCN Position: Q4 2023 in Review

Larson Financial Group sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 1,444 shares — an estimated $30.7K sold.

Larson Financial Group first reported a position in BSCN in Q4 2022 and held it in 4 quarters. The position peaked at $112K in Q1 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Larson Financial Group reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Larson Financial Group sold 1,444 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $30.7K.
  • Larson Financial Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • Larson Financial Group's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $112K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.