Oxford Financial Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Oxford Financial 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
2022 Q2	–	Sell	-6,402	Closed	-$135K	–	299
2022 Q1	$135K	Hold	6,402	–	–	0.02%	195
2021 Q4	$137K	Buy	+6,402	New	+$138K	0.02%	207
2021 Q1	–	Sell	-6,402	Closed	-$140K	–	242
2020 Q4	$140K	Buy	+6,402	New	+$140K	0.02%	172

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oxford Financial Group's BSCN Position: Q2 2022 in Review

Oxford Financial Group sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2022, closing a stake of 6,402 shares — an estimated $135K sold.

Oxford Financial Group first reported a position in BSCN in Q4 2020 and held it in 3 quarters. The position peaked at $140K in Q4 2020. 315 funds tracked by Wall St. Rank hold BSCN as of Q2 2022.

Oxford Financial Group reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Oxford Financial Group sold 6,402 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2022, an estimated $135K.
Oxford Financial Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
Oxford Financial Group's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $140K in Q4 2020.
315 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2022.

Based on Oxford Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.