LFA
BSCN

Legend Financial Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Legend Financial Advisors’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
-3,254
Closed -$69.1K – 207
2023
Q3 		$69.1K Hold
3,254
– – 0.06% 59
2023
Q2 		$68.9K Buy
+3,254
New +$68.8K 0.06% 58

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

Legend Financial Advisors's BSCN Position: Q4 2023 in Review

Legend Financial Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 3,254 shares — an estimated $69.1K sold.

Legend Financial Advisors first reported a position in BSCN in Q2 2023 and held it in 2 quarters. The position peaked at $69.1K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Legend Financial Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 3,254 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $69.1K.
  • Legend Financial Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Legend Financial Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $69.1K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Legend Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.