Lineweaver Wealth Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Lineweaver Wealth Advisors’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
2022 Q2	–	Sell	-13,589	Closed	-$286K	–	158
2022 Q1	$286K	Buy	13,589 +30	+0.2%	+$638	0.08%	118
2021 Q4	$290K	Sell	13,559 -2,078	-13%	-$44.8K	0.08%	112
2021 Q3	$338K	Buy	15,637 +35	+0.2%	+$760	0.1%	102
2021 Q2	$339K	Buy	15,602 +38	+0.2%	+$827	0.11%	94
2021 Q1	$338K	Buy	15,564 +43	+0.3%	+$938	0.12%	83
2020 Q4	$339K	Sell	15,521 -6,231	-29%	-$136K	0.13%	71
2020 Q3	$473K	Buy	21,752 +54	+0.2%	+$1.18K	0.21%	54
2020 Q2	$472K	Sell	21,698 -656	-3%	-$14.1K	0.24%	46
2020 Q1	$463K	Buy	22,354 +112	+0.5%	+$2.36K	0.29%	41
2019 Q4	$473K	Buy	+22,242	New	+$473K	0.27%	37

Other funds holding BSCN

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lineweaver Wealth Advisors's BSCN Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2022, closing a stake of 13,589 shares — an estimated $286K sold.

Lineweaver Wealth Advisors first reported a position in BSCN in Q4 2019 and held it in 10 quarters. The position peaked at $473K in Q3 2020. 315 funds tracked by Wall St. Rank hold BSCN as of Q2 2022.

Lineweaver Wealth Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Lineweaver Wealth Advisors sold 13,589 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2022, an estimated $286K.
Lineweaver Wealth Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Lineweaver Wealth Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $473K in Q3 2020.
315 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.