Sensible Money’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Sensible Money’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	-49,172	Closed	-$1.04M	–	78
2023 Q3	$1.04M	Buy	49,172 +55	+0.1%	+$1.17K	0.74%	16
2023 Q2	$1.04M	Buy	49,117 +103	+0.2%	+$2.18K	0.76%	18
2023 Q1	$1.03M	Sell	49,014 -204	-0.4%	-$4.29K	0.89%	17
2022 Q4	$1.03M	Buy	+49,218	New	+$1.03M	1.1%	17

Other funds holding BSCN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Sensible Money's BSCN Position: Q4 2023 in Review

Sensible Money sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 49,172 shares — an estimated $1.04M sold.

Sensible Money first reported a position in BSCN in Q4 2022 and held it in 4 quarters. The position peaked at $1.04M in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Sensible Money reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Sensible Money sold 49,172 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $1.04M.
Sensible Money first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Sensible Money's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $1.04M in Q3 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Sensible Money's 13F filing for Q4 2023, filed 25 Jun 2024.