LFR
BSCN

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

Lehman 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
2015
Q4 		– Sell
-4,762
Closed -$96K – 474
2015
Q3 		$96K Hold
4,762
– – 0.05% 97
2015
Q2 		$96K Hold
4,762
– – 0.05% 107
2015
Q1 		$100K Buy
+4,762
New +$99.2K 0.05% 105

Other funds holding BSCN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Lehman Financial Resources's BSCN Position: Q4 2015 in Review

Lehman Financial Resources sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2015, closing a stake of 4,762 shares — an estimated $96K sold.

Lehman Financial Resources first reported a position in BSCN in Q1 2015 and held it in 3 quarters. The position peaked at $100K in Q1 2015. 21 funds tracked by Wall St. Rank hold BSCN as of Q4 2015.

  • Lehman Financial Resources reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 4,762 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2015, an estimated $96K.
  • Lehman Financial Resources first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2015 and held it in 3 quarters.
  • Lehman Financial Resources's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $100K in Q1 2015.
  • 21 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.