RFN
BSCN

Redwood Financial Network’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Redwood Financial Network’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
-146,237
Closed -$3.1M – 146
2023
Q3 		$3.1M Sell
146,237
-299
-0.2% -$6.34K 3.29% 3
2023
Q2 		$3.1M Buy
146,536
+1,585
+1% +$33.5K 2.91% 4
2023
Q1 		$3.06M Buy
144,951
+7,841
+6% +$165K 3.11% 3
2022
Q4 		$2.88M Sell
137,110
-3,525
-3% -$73.7K 3.27% 2
2022
Q3 		$2.94M Buy
140,635
+2,133
+2% +$44.7K 3.35% 2
2022
Q2 		$2.9M Buy
138,502
+15,136
+12% +$318K 3.16% 3
2022
Q1 		$2.6M Buy
+123,366
New +$2.62M 2.41% 4

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PP
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

Redwood Financial Network's BSCN Position: Q4 2023 in Review

Redwood Financial Network sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 146,237 shares — an estimated $3.1M sold.

Redwood Financial Network first reported a position in BSCN in Q1 2022 and held it in 7 quarters. The position peaked at $3.1M in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Redwood Financial Network reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Redwood Financial Network sold 146,237 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $3.1M.
  • Redwood Financial Network first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
  • Redwood Financial Network's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $3.1M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Redwood Financial Network's 13F filing for Q4 2023, filed 14 Feb 2024.