RWP
BSCN

Revolve Wealth Partners’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Revolve Wealth Partners’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
-41,212
Closed -$875K – 170
2023
Q3 		$875K Hold
41,212
– – 0.2% 62
2023
Q2 		$872K Hold
41,212
– – 0.2% 60
2023
Q1 		$869K Buy
41,212
+10,786
+35% +$227K 0.22% 61
2022
Q4 		$638K Buy
+30,426
New +$636K 0.18% 66
2022
Q3 		– Sell
-11,215
Closed -$235K – 145
2022
Q2 		$235K Buy
11,215
+1
+0% +$21 0.08% 117
2022
Q1 		$237K Sell
11,214
-807
-7% -$17.2K 0.07% 126
2021
Q4 		$258K Buy
+12,021
New +$259K 0.07% 122

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

Revolve Wealth Partners's BSCN Position: Q4 2023 in Review

Revolve Wealth Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 41,212 shares — an estimated $875K sold.

Revolve Wealth Partners first reported a position in BSCN in Q4 2021 and held it in 7 quarters. The position peaked at $875K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Revolve Wealth Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Revolve Wealth Partners sold 41,212 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $875K.
  • Revolve Wealth Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
  • Revolve Wealth Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $875K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Revolve Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.