Sequoia Financial Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Sequoia 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
2023 Q4	–	Sell	-21,828	Closed	-$463K	–	1256
2023 Q3	$463K	Hold	21,828	–	–	0.01%	539
2023 Q2	$462K	Hold	21,828	–	–	0.01%	544
2023 Q1	$460K	Buy	+21,828	New	+$459K	0.01%	485

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

Sequoia Financial Advisors's BSCN Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 21,828 shares — an estimated $463K sold.

Sequoia Financial Advisors first reported a position in BSCN in Q1 2023 and held it in 3 quarters. The position peaked at $463K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Sequoia Financial Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Sequoia Financial Advisors sold 21,828 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $463K.
Sequoia Financial Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
Sequoia Financial Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $463K in Q3 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.