Nalls Sherbakoff Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Nalls Sherbakoff 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 Q4	–	Sell	-25,629	Closed	-$544K	–	491
2023 Q3	$544K	Sell	25,629 -3,160	-11%	-$67K	0.53%	37
2023 Q2	$609K	Hold	28,789	–	–	0.6%	31
2023 Q1	$607K	Buy	+28,789	New	+$606K	0.6%	32
2018 Q4	$92K	Buy	+4,546	New	+$91.3K	0.15%	86

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

Nalls Sherbakoff Group's BSCN Position: Q4 2023 in Review

Nalls Sherbakoff Group sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 25,629 shares — an estimated $544K sold.

Nalls Sherbakoff Group first reported a position in BSCN in Q4 2018 and held it in 4 quarters. The position peaked at $609K in Q2 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Nalls Sherbakoff Group reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Nalls Sherbakoff Group sold 25,629 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $544K.
Nalls Sherbakoff Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
Nalls Sherbakoff Group's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $609K in Q2 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.