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 $1.74B AUM 34.09% 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 $20.6B AUM 34.61% 1-Year Est. Return

Sheets Smith Wealth Management's BSCN Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 1,390 shares — an estimated $29.5K sold.

Sheets Smith Wealth Management first reported a position in BSCN in Q2 2020 and held it in 2 quarters. The position peaked at $234K in Q2 2020. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Sheets Smith Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,390 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $29.5K.
Sheets Smith Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
Sheets Smith Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $234K in Q2 2020.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.