SEIA
BSCN

Signature Estate & Investment Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Signature Estate & Investment 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
-11,865
Closed -$252K – 196
2023
Q3 		$252K Hold
11,865
– – 0.01% 149
2023
Q2 		$251K Hold
11,865
– – 0.01% 157
2023
Q1 		$250K Hold
11,865
– – 0.01% 156
2022
Q4 		$249K Hold
11,865
– – 0.01% 161
2022
Q3 		$248K Hold
11,865
– – 0.01% 147
2022
Q2 		$249K Buy
+11,865
New +$249K 0.01% 151

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Signature Estate & Investment Advisors's BSCN Position: Q4 2023 in Review

Signature Estate & Investment Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 11,865 shares — an estimated $252K sold.

Signature Estate & Investment Advisors first reported a position in BSCN in Q2 2022 and held it in 6 quarters. The position peaked at $252K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Signature Estate & Investment Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 11,865 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $252K.
  • Signature Estate & Investment Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2022 and held it in 6 quarters.
  • Signature Estate & Investment Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $252K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.