OLVIG
BSCN

Oliver Lagore Vanvalin Investment Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Oliver Lagore Vanvalin Investment 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
-120
Closed -$2.55K – 897
2023
Q3 		$2.55K Hold
120
– – ﹤0.01% 659
2023
Q2 		$2.54K Hold
120
– – ﹤0.01% 632
2023
Q1 		$2.53K Hold
120
– – ﹤0.01% 568
2022
Q4 		$2.52K Buy
+120
New +$2.51K ﹤0.01% 538

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

Oliver Lagore Vanvalin Investment Group's BSCN Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 120 shares — an estimated $2.55K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BSCN in Q4 2022 and held it in 4 quarters. The position peaked at $2.55K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 120 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $2.55K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • Oliver Lagore Vanvalin Investment Group's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $2.55K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.