Regal Investment Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Regal Investment 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
2023 Q4	–	Sell	-26,577	Closed	-$564K	–	569
2023 Q3	$564K	Buy	26,577 +5,347	+25%	+$113K	0.05%	273
2023 Q2	$449K	Buy	21,230 +1,611	+8%	+$34.1K	0.04%	313
2023 Q1	$414K	Buy	19,619 +2,442	+14%	+$51.4K	0.04%	319
2022 Q4	$360K	Buy	+17,177	New	+$359K	0.03%	343

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

Regal Investment Advisors's BSCN Position: Q4 2023 in Review

Regal Investment Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 26,577 shares — an estimated $564K sold.

Regal Investment Advisors first reported a position in BSCN in Q4 2022 and held it in 4 quarters. The position peaked at $564K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Regal Investment Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Regal Investment Advisors sold 26,577 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $564K.
Regal Investment Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Regal Investment Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $564K in Q3 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Regal Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.