LifePlan Financial Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

LifePlan Financial 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
2020 Q3	$90K	Hold	4,115	–	–	0.04%	198
2020 Q2	$90K	Hold	4,115	–	–	0.04%	190
2020 Q1	$85K	Hold	4,115	–	–	0.05%	177
2019 Q4	$88K	Hold	4,115	–	–	0.04%	199
2019 Q3	$88K	Hold	4,115	–	–	0.04%	195
2019 Q2	$87K	Hold	4,115	–	–	0.04%	198
2019 Q1	$86K	Hold	4,115	–	–	0.05%	198
2018 Q4	$83K	Hold	4,115	–	–	0.05%	188
2018 Q3	$83K	Hold	4,115	–	–	0.04%	201
2018 Q2	$83K	Hold	4,115	–	–	0.05%	192
2018 Q1	$84K	Buy	+4,115	New	+$84.4K	0.05%	179

Other funds holding BSCN

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

BCM

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LifePlan Financial Group's BSCN Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco BulletShares 2023 Corporate Bond ETF (BSCN) position steady in Q3 2020 at 4,115 shares worth $90K. The position accounts for 0.04% of the portfolio, ranked #198.

LifePlan Financial Group first reported a position in BSCN in Q1 2018 and has held it in 11 quarters since. 224 funds tracked by Wall St. Rank hold BSCN as of Q3 2020.

LifePlan Financial Group held 4,115 shares of Invesco BulletShares 2023 Corporate Bond ETF worth $90K as of Q3 2020.
LifePlan Financial Group left its Invesco BulletShares 2023 Corporate Bond ETF share count unchanged in Q3 2020.
Invesco BulletShares 2023 Corporate Bond ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #198 holding.
LifePlan Financial Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2018 and has held it in 11 quarters since.
224 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.