Mid-American Wealth Advisory Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Mid-American Wealth Advisory Group’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 Q3	–	Sell	-83,357	Closed	-$1.77M	–	80
2023 Q2	$1.77M	Buy	+83,357	New	+$1.76M	1.38%	21
2022 Q1	–	Sell	-11,104	Closed	-$238K	–	82
2021 Q4	$238K	Buy	+11,104	New	+$239K	0.19%	64

Other funds holding BSCN

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

ADL

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

BCM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mid-American Wealth Advisory Group's BSCN Position: Q3 2023 in Review

Mid-American Wealth Advisory Group sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q3 2023, closing a stake of 83,357 shares — an estimated $1.77M sold.

Mid-American Wealth Advisory Group first reported a position in BSCN in Q4 2021 and held it in 2 quarters. The position peaked at $1.77M in Q2 2023. 321 funds tracked by Wall St. Rank hold BSCN as of Q3 2023.

Mid-American Wealth Advisory Group reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 83,357 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2023, an estimated $1.77M.
Mid-American Wealth Advisory Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
Mid-American Wealth Advisory Group's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $1.77M in Q2 2023.
321 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2023.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2023, filed 10 Oct 2023.