Paulson Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Paulson Wealth Management’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	-9,511	Closed	-$202K	–	141
2023 Q3	$202K	Sell	9,511 -844	-8%	-$17.9K	0.07%	127
2023 Q2	$219K	Sell	10,355 -185	-2%	-$3.91K	0.07%	121
2023 Q1	$222K	Sell	10,540 -525	-5%	-$11K	0.1%	90
2022 Q4	$232K	Buy	+11,065	New	+$231K	0.11%	80

Other funds holding BSCN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Paulson Wealth Management's BSCN Position: Q4 2023 in Review

Paulson Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 9,511 shares — an estimated $202K sold.

Paulson Wealth Management first reported a position in BSCN in Q4 2022 and held it in 4 quarters. The position peaked at $232K in Q4 2022. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Paulson Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Paulson Wealth Management sold 9,511 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $202K.
Paulson Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Paulson Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $232K in Q4 2022.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Paulson Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.