OBWG
BSCN

Onyx Bridge Wealth Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Onyx Bridge Wealth 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
-173,046
Closed -$3.67M – 267
2023
Q3 		$3.67M Sell
173,046
-4,094
-2% -$86.8K 0.86% 27
2023
Q2 		$3.75M Buy
+177,140
New +$3.75M 0.9% 26

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

Onyx Bridge Wealth Group's BSCN Position: Q4 2023 in Review

Onyx Bridge Wealth Group sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 173,046 shares — an estimated $3.67M sold.

Onyx Bridge Wealth Group first reported a position in BSCN in Q2 2023 and held it in 2 quarters. The position peaked at $3.75M in Q2 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Onyx Bridge Wealth Group reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 173,046 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $3.67M.
  • Onyx Bridge Wealth Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $3.75M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2023, filed 31 Jan 2024.