Personal Wealth Partners’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Personal Wealth Partners’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
2021 Q3	–	Sell	-6,578	Closed	-$143K	–	435
2021 Q2	$143K	Buy	+6,578	New	+$143K	0.06%	95
2020 Q1	–	Sell	-492	Closed	-$10K	–	696
2019 Q4	$10K	Hold	492	–	–	﹤0.01%	238
2019 Q3	$10K	Buy	+492	New	+$10.4K	﹤0.01%	241

Other funds holding BSCN

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return

MFWM

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

ADL

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

BCM

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

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Personal Wealth Partners's BSCN Position: Q3 2021 in Review

Personal Wealth Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q3 2021, closing a stake of 6,578 shares — an estimated $143K sold.

Personal Wealth Partners first reported a position in BSCN in Q3 2019 and held it in 3 quarters. The position peaked at $143K in Q2 2021. 272 funds tracked by Wall St. Rank hold BSCN as of Q3 2021.

Personal Wealth Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 6,578 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2021, an estimated $143K.
Personal Wealth Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
Personal Wealth Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $143K in Q2 2021.
272 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.