PSF
BSCN

Pacific Sun Financial’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Pacific Sun Financial’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
2018
Q1 		– Sell
-124,932
Closed -$2.6M – 230
2017
Q4 		$2.6M Buy
+124,932
New +$2.62M 1.42% 21

Other funds holding BSCN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Pacific Sun Financial's BSCN Position: Q1 2018 in Review

Pacific Sun Financial sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2018, closing a stake of 124,932 shares — an estimated $2.6M sold.

Pacific Sun Financial first reported a position in BSCN in Q4 2017 and held it in 1 quarter. The position peaked at $2.6M in Q4 2017. 71 funds tracked by Wall St. Rank hold BSCN as of Q1 2018.

  • Pacific Sun Financial reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 124,932 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2018, an estimated $2.6M.
  • Pacific Sun Financial first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $2.6M in Q4 2017.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.