LWMG
BSCN

Levy Wealth Management Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Levy Wealth Management 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
-22,439
Closed -$476K – 112
2023
Q3 		$476K Hold
22,439
– – 0.15% 59
2023
Q2 		$475K Sell
22,439
-1,500
-6% -$31.7K 0.14% 60
2023
Q1 		$505K Buy
+23,939
New +$504K 0.16% 52

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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