SIC
BSCN

SJS Investment Consulting’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

SJS Investment Consulting’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
-6,413
Closed -$136K – 1679
2023
Q3 		$136K Hold
6,413
– – 0.03% 91
2023
Q2 		$136K Hold
6,413
– – 0.03% 93
2023
Q1 		$135K Hold
6,413
– – 0.04% 92
2022
Q4 		$135K Hold
6,413
– – 0.04% 98
2022
Q3 		$134K Buy
+6,413
New +$134K 0.05% 100
2022
Q1 		$135K Hold
6,413
– – 0.04% 115
2021
Q4 		$138K Buy
+6,413
New +$138K 0.04% 114

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

SJS Investment Consulting's BSCN Position: Q4 2023 in Review

SJS Investment Consulting sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 6,413 shares — an estimated $136K sold.

SJS Investment Consulting first reported a position in BSCN in Q4 2021 and held it in 7 quarters. The position peaked at $138K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • SJS Investment Consulting reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 6,413 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $136K.
  • SJS Investment Consulting first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
  • SJS Investment Consulting's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $138K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on SJS Investment Consulting's 13F filing for Q4 2023, filed 16 Jan 2024.