Lehman & Derafelo Financial Resources’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Lehman & Derafelo Financial Resources’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
2019 Q2	–	Sell	-4,762	Closed	-$99K	–	200
2019 Q1	$99K	Hold	4,762	–	–	0.04%	111
2018 Q4	$96K	Buy	+4,762	New	+$95.7K	0.05%	99

Other funds holding BSCN

BCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Lehman & Derafelo Financial Resources's BSCN Position: Q2 2019 in Review

Lehman & Derafelo Financial Resources sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2019, closing a stake of 4,762 shares — an estimated $99K sold.

Lehman & Derafelo Financial Resources first reported a position in BSCN in Q4 2018 and held it in 2 quarters. The position peaked at $99K in Q1 2019. 169 funds tracked by Wall St. Rank hold BSCN as of Q2 2019.

Lehman & Derafelo Financial Resources reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 4,762 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2019, an estimated $99K.
Lehman & Derafelo Financial Resources first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
Lehman & Derafelo Financial Resources's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $99K in Q1 2019.
169 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2019, filed 14 Aug 2019.