Meridian Financial Partners’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Meridian Financial Partners’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
2023 Q4	–	Sell	-9,538	Closed	-$203K	–	54
2023 Q3	$203K	Hold	9,538	–	–	0.21%	48
2023 Q2	$202K	Hold	9,538	–	–	0.12%	85
2023 Q1	$202K	Hold	9,538	–	–	0.23%	45
2022 Q4	$201K	Buy	+9,538	New	+$200K	0.23%	49
2022 Q3	–	Sell	-34,375	Closed	-$721K	–	89
2022 Q2	$721K	Buy	34,375 +16,857	+96%	+$354K	0.49%	49
2022 Q1	$370K	Buy	17,518 +5,287	+43%	+$112K	0.55%	33
2021 Q4	$262K	Sell	12,231 -1,450	-11%	-$31.3K	0.18%	72
2021 Q3	$296K	Buy	+13,681	New	+$297K	0.2%	68

Other funds holding BSCN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Meridian Financial Partners's BSCN Position: Q4 2023 in Review

Meridian Financial Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 9,538 shares — an estimated $203K sold.

Meridian Financial Partners first reported a position in BSCN in Q3 2021 and held it in 8 quarters. The position peaked at $721K in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Meridian Financial Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Meridian Financial Partners sold 9,538 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $203K.
Meridian Financial Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2021 and held it in 8 quarters.
Meridian Financial Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $721K in Q2 2022.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Meridian Financial Partners's 13F filing for Q4 2023, filed 19 Jan 2024.