LWA
BSCN

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
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return