PWMG
BSCN

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

Prestige Wealth Management 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
2019
Q1 		– Sell
-9,920
Closed -$200K – 1312
2018
Q4 		$200K Buy
+9,920
New +$199K 0.15% 109

Other funds holding BSCN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Prestige Wealth Management Group's BSCN Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2019, closing a stake of 9,920 shares — an estimated $200K sold.

Prestige Wealth Management Group first reported a position in BSCN in Q4 2018 and held it in 1 quarter. The position peaked at $200K in Q4 2018. 158 funds tracked by Wall St. Rank hold BSCN as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 9,920 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2019, an estimated $200K.
  • Prestige Wealth Management Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $200K in Q4 2018.
  • 158 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.