Second Half Financial Partners’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Second Half Financial 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 Q3	–	Sell	-39,589	Closed	-$838K	–	156
2023 Q2	$838K	Buy	+39,589	New	+$837K	0.19%	88

Other funds holding BSCN

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Second Half Financial Partners's BSCN Position: Q3 2023 in Review

Second Half Financial Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q3 2023, closing a stake of 39,589 shares — an estimated $838K sold.

Second Half Financial Partners first reported a position in BSCN in Q2 2023 and held it in 1 quarter. The position peaked at $838K in Q2 2023. 321 funds tracked by Wall St. Rank hold BSCN as of Q3 2023.

Second Half Financial Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 39,589 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2023, an estimated $838K.
Second Half Financial Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $838K in Q2 2023.
321 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.