NRI
BSCN

NFP Retirement Inc’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

NFP Retirement Inc’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
-12,947
Closed -$275K – 248
2023
Q3 		$275K Hold
12,947
– – 0.05% 190
2023
Q2 		$274K Hold
12,947
– – 0.05% 190
2023
Q1 		$273K Sell
12,947
-2,183
-14% -$45.9K 0.05% 199
2022
Q4 		$317K Sell
15,130
-2,033
-12% -$42.5K 0.07% 182
2022
Q3 		$358K Sell
17,163
-2,192
-11% -$45.9K 0.09% 161
2022
Q2 		$405K Buy
19,355
+1,640
+9% +$34.5K 0.1% 151
2022
Q1 		$374K Buy
17,715
+2,199
+14% +$46.7K 0.09% 159
2021
Q4 		$333K Buy
15,516
+9
+0.1% +$194 0.12% 110
2021
Q3 		$336K Buy
15,507
+1,485
+11% +$32.2K 0.14% 100
2021
Q2 		$305K Buy
14,022
+23
+0.2% +$501 0.12% 107
2021
Q1 		$305K Sell
13,999
-417
-3% -$9.1K 0.13% 101
2020
Q4 		$316K Buy
14,416
+4,257
+42% +$93K 0.2% 90
2020
Q3 		$221K Buy
10,159
+59
+0.6% +$1.29K 0.15% 101
2020
Q2 		$220K Buy
10,100
+64
+0.6% +$1.37K 0.16% 94
2020
Q1 		$208K Buy
10,036
+76
+0.8% +$1.6K 0.2% 75
2019
Q4 		$212K Buy
+9,960
New +$212K 0.2% 86

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PP
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

NFP Retirement Inc's BSCN Position: Q4 2023 in Review

NFP Retirement Inc sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 12,947 shares — an estimated $275K sold.

NFP Retirement Inc first reported a position in BSCN in Q4 2019 and held it in 16 quarters. The position peaked at $405K in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • NFP Retirement Inc reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 12,947 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $275K.
  • NFP Retirement Inc first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2019 and held it in 16 quarters.
  • NFP Retirement Inc's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $405K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on NFP Retirement Inc's 13F filing for Q4 2023, filed 13 Feb 2025.