Mariner Independent Advisor Network’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Mariner Independent Advisor Network’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 Q3	$3.21M	Buy	153,878 +3,785	+3%	+$79.3K	0.14%	164
2022 Q2	$3.14M	Buy	150,093 +134,917	+889%	+$2.84M	0.13%	170
2022 Q1	$320K	Sell	15,176 -5,868	-28%	-$125K	0.01%	475
2021 Q4	$451K	Sell	21,044 -658	-3%	-$14.2K	0.02%	403
2021 Q3	$470K	Sell	21,702 -19,136	-47%	-$415K	0.02%	406
2021 Q2	$887K	Sell	40,838 -4,898	-11%	-$107K	0.04%	356
2021 Q1	$996K	Sell	45,736 -2,127	-4%	-$46.4K	0.05%	300
2020 Q4	$1.05M	Buy	47,863 +31,101	+186%	+$680K	0.06%	279
2020 Q3	$365K	Buy	+16,762	New	+$366K	0.03%	283
2020 Q2	–	Sell	-10,613	Closed	-$217K	–	398
2020 Q1	$217K	Buy	10,613 +132	+1%	+$2.79K	0.02%	345
2019 Q4	$223K	Buy	10,481 +101	+1%	+$2.15K	0.02%	363
2019 Q3	$221K	Buy	10,380 +236	+2%	+$5.01K	0.02%	366
2019 Q2	$214K	Hold	10,144	–	–	0.02%	365
2019 Q1	$210K	Hold	10,144	–	–	0.02%	351
2018 Q4	$205K	Hold	10,144	–	–	0.02%	354
2018 Q3	$204K	Buy	+10,144	New	+$205K	0.03%	229

Other funds holding BSCN

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MFWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Independent Advisor Network's BSCN Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco BulletShares 2023 Corporate Bond ETF (BSCN) stake by 2.5% in Q3 2022, buying an estimated $79.3K and bringing the position to 153,878 shares worth $3.21M. The position accounts for 0.14% of the portfolio, ranked #164.

Mariner Independent Advisor Network first reported a position in BSCN in Q3 2018 and has held it in 16 quarters since. 316 funds tracked by Wall St. Rank hold BSCN as of Q3 2022.

Mariner Independent Advisor Network held 153,878 shares of Invesco BulletShares 2023 Corporate Bond ETF worth $3.21M as of Q3 2022.
Mariner Independent Advisor Network bought 3,785 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2022, an estimated $79.3K.
Invesco BulletShares 2023 Corporate Bond ETF made up 0.14% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #164 holding.
Mariner Independent Advisor Network first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2018 and has held it in 16 quarters since.
316 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.