SHFA
BSCN

SC&H Financial Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

SC&H Financial 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
2022
Q1 		– Sell
-9,914
Closed -$213K – 161
2021
Q4 		$213K Buy
+9,914
New +$214K 0.12% 149

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

SC&H Financial Advisors's BSCN Position: Q1 2022 in Review

SC&H Financial Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q1 2022, closing a stake of 9,914 shares — an estimated $213K sold.

SC&H Financial Advisors first reported a position in BSCN in Q4 2021 and held it in 1 quarter. The position peaked at $213K in Q4 2021. 306 funds tracked by Wall St. Rank hold BSCN as of Q1 2022.

  • SC&H Financial Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 9,914 Invesco BulletShares 2023 Corporate Bond ETF shares in Q1 2022, an estimated $213K.
  • SC&H Financial Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • SC&H Financial Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $213K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q1 2022.

Based on SC&H Financial Advisors's 13F filing for Q1 2022, filed 10 May 2022.