Masso Torrence Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Masso Torrence Wealth Management’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 Q4	–	Sell	-21,902	Closed	-$457K	–	106
2022 Q3	$457K	Buy	21,902 +9,280	+74%	+$194K	0.4%	45
2022 Q2	$264K	Buy	12,622 +4	+0%	+$84	0.23%	68
2022 Q1	$266K	Buy	12,618 +2	+0%	+$43	0.21%	69
2021 Q4	$271K	Buy	+12,616	New	+$272K	0.19%	77

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

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

HPC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BCM

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Masso Torrence Wealth Management's BSCN Position: Q4 2022 in Review

Masso Torrence Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2022, closing a stake of 21,902 shares — an estimated $457K sold.

Masso Torrence Wealth Management first reported a position in BSCN in Q4 2021 and held it in 4 quarters. The position peaked at $457K in Q3 2022. 343 funds tracked by Wall St. Rank hold BSCN as of Q4 2022.

Masso Torrence Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 21,902 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2022, an estimated $457K.
Masso Torrence Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Masso Torrence Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $457K in Q3 2022.
343 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.