PMFA
BSCN

Plante Moran Financial Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Plante Moran Financial Advisors’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
2020
Q2 		– Sell
-99
Closed -$2K – 896
2020
Q1 		$2K Buy
+99
New +$2.09K ﹤0.01% 672

Other funds holding BSCN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Plante Moran Financial Advisors's BSCN Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2020, closing a stake of 99 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in BSCN in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 218 funds tracked by Wall St. Rank hold BSCN as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 99 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2020, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $2K in Q1 2020.
  • 218 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.