RFM
BSCN

Royal Fund Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Royal Fund Management’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
2020
Q2 		– Sell
-1,987
Closed -$41K – 644
2020
Q1 		$41K Buy
1,987
+810
+69% +$17.1K 0.02% 241
2019
Q4 		$25K Buy
+1,177
New +$25K 0.01% 311

Other funds holding BSCN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Royal Fund Management's BSCN Position: Q2 2020 in Review

Royal Fund Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2020, closing a stake of 1,987 shares — an estimated $41K sold.

Royal Fund Management first reported a position in BSCN in Q4 2019 and held it in 2 quarters. The position peaked at $41K in Q1 2020. 218 funds tracked by Wall St. Rank hold BSCN as of Q2 2020.

  • Royal Fund Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 1,987 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2020, an estimated $41K.
  • Royal Fund Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Royal Fund Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $41K in Q1 2020.
  • 218 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.