LPL Financial
BSCE

LPL Financial’s Invesco BulletShares 2023 USD Emerging Markets Debt ETF BSCE Stock Holding History

LPL Financial’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,278
Closed -$448K – 4637
2022
Q4 		$448K Buy
+19,278
New +$448K ﹤0.01% 3349
2022
Q3 		– Sell
-36,428
Closed -$845K – 4552
2022
Q2 		$845K Sell
36,428
-12,392
-25% -$290K ﹤0.01% 2721
2022
Q1 		$1.15M Buy
+48,820
New +$1.21M ﹤0.01% 2487
2021
Q1 		– Sell
-11,150
Closed -$295K – 4170
2020
Q4 		$295K Hold
11,150
– – ﹤0.01% 3213
2020
Q3 		$289K Buy
+11,150
New +$290K ﹤0.01% 2933

Other funds holding BSCE

AWM
Ameliora Wealth Management Zurich, Switzerland $314M AUM 19.44% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
NSG
Nalls Sherbakoff Group Knoxville, Tennessee $139M AUM 21.16% 1-Year Est. Return

LPL Financial's BSCE Position: Q1 2023 in Review

LPL Financial sold out of Invesco BulletShares 2023 USD Emerging Markets Debt ETF (BSCE) in Q1 2023, closing a stake of 19,278 shares — an estimated $448K sold.

LPL Financial first reported a position in BSCE in Q3 2020 and held it in 5 quarters. The position peaked at $1.15M in Q1 2022. 4 funds tracked by Wall St. Rank hold BSCE as of Q1 2023.

  • LPL Financial reported no remaining Invesco BulletShares 2023 USD Emerging Markets Debt ETF position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 19,278 Invesco BulletShares 2023 USD Emerging Markets Debt ETF shares in Q1 2023, an estimated $448K.
  • LPL Financial first reported a position in Invesco BulletShares 2023 USD Emerging Markets Debt ETF in Q3 2020 and held it in 5 quarters.
  • LPL Financial's Invesco BulletShares 2023 USD Emerging Markets Debt ETF position peaked at $1.15M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 USD Emerging Markets Debt ETF as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.