OIA
BSCN

OneDigital Investment Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

OneDigital Investment Advisors’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
-183,669
Closed -$3.9M – 1171
2023
Q3 		$3.9M Buy
183,669
+393
+0.2% +$8.34K 0.08% 179
2023
Q2 		$3.88M Buy
183,276
+6,157
+3% +$130K 0.09% 179
2023
Q1 		$3.73M Buy
177,119
+148,656
+522% +$3.13M 0.09% 171
2022
Q4 		$597K Buy
+28,463
New +$595K 0.02% 476

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

OneDigital Investment Advisors's BSCN Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 183,669 shares — an estimated $3.9M sold.

OneDigital Investment Advisors first reported a position in BSCN in Q4 2022 and held it in 4 quarters. The position peaked at $3.9M in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 183,669 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $3.9M.
  • OneDigital Investment Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • OneDigital Investment Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $3.9M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.