Sharkey, Howes & Javer’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Sharkey, Howes & Javer’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
2017 Q2	–	Sell	-4,368	Closed	-$90K	–	245
2017 Q1	$90K	Hold	4,368	–	–	0.05%	65
2016 Q4	$89K	Hold	4,368	–	–	0.05%	64
2016 Q3	$93K	Sell	4,368 -2,492	-36%	-$53.2K	0.06%	62
2016 Q2	$146K	Buy	6,860 +2,373	+53%	+$49.6K	0.09%	45
2016 Q1	$93K	Buy	4,487 +1,995	+80%	+$40.3K	0.07%	62
2015 Q4	$50K	Buy	+2,492	New	+$50.3K	0.03%	93

Other funds holding BSCN

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

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