SSWM
BSCN

Sheets Smith Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Sheets Smith Wealth Management’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
-1,390
Closed -$29.5K – 525
2023
Q3 		$29.5K Buy
+1,390
New +$29.5K ﹤0.01% 414
2020
Q3 		– Sell
-10,756
Closed -$234K – 307
2020
Q2 		$234K Buy
+10,756
New +$231K 0.05% 224

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PP
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