RG
BSCN

Retirement Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Retirement 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
2022
Q1 		– Sell
-96
Closed -$2K – 860
2021
Q4 		$2K Hold
96
– – ﹤0.01% 635
2021
Q3 		$2K Hold
96
– – ﹤0.01% 549
2021
Q2 		$2K Hold
96
– – ﹤0.01% 589
2021
Q1 		$2K Hold
96
– – ﹤0.01% 659
2020
Q4 		$2K Buy
+96
New +$2.1K ﹤0.01% 592

Other funds holding BSCN

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
OA
Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Retirement Group's BSCN Position: Q1 2022 in Review

Retirement Group sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2022, closing a stake of 96 shares — an estimated $2K sold.

Retirement Group first reported a position in BSCN in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 306 funds tracked by Wall St. Rank hold BSCN as of Q1 2022.

  • Retirement Group reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Group sold 96 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2022, an estimated $2K.
  • Retirement Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
  • Retirement Group's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $2K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2022.

Based on Retirement Group's 13F filing for Q1 2022, filed 6 May 2022.