Migdal Insurance & Financial Holdings’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-15,876	Closed	-$333K	–	571
2022 Q4	$333K	Hold	15,876	–	–	0.01%	190
2022 Q3	$331K	Sell	15,876 -45,093	-74%	-$944K	0.01%	193
2022 Q2	$1.28M	Hold	60,969	–	–	0.03%	120
2022 Q1	$1.29M	Buy	+60,969	New	+$1.3M	0.02%	160

Other funds holding BSCN

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HPC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.59B AUM 26.56% 1-Year Est. Return

RJFSA

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

Migdal Insurance & Financial Holdings's BSCN Position: Q1 2023 in Review

Migdal Insurance & Financial Holdings sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2023, closing a stake of 15,876 shares — an estimated $333K sold.

Migdal Insurance & Financial Holdings first reported a position in BSCN in Q1 2022 and held it in 4 quarters. The position peaked at $1.29M in Q1 2022. 338 funds tracked by Wall St. Rank hold BSCN as of Q1 2023.

Migdal Insurance & Financial Holdings reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 15,876 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2023, an estimated $333K.
Migdal Insurance & Financial Holdings first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Migdal Insurance & Financial Holdings's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $1.29M in Q1 2022.
338 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2023, filed 1 May 2023.