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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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