SWA
BSCN

SOA Wealth Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

SOA Wealth 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
2022
Q4 		– Sell
-1,000
Closed -$20K – 1033
2022
Q3 		$20K Buy
+1,000
New +$20.9K 0.01% 392

Other funds holding BSCN

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

SOA Wealth Advisors's BSCN Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2022, closing a stake of 1,000 shares — an estimated $20K sold.

SOA Wealth Advisors first reported a position in BSCN in Q3 2022 and held it in 1 quarter. The position peaked at $20K in Q3 2022. 343 funds tracked by Wall St. Rank hold BSCN as of Q4 2022.

  • SOA Wealth Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 1,000 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2022, an estimated $20K.
  • SOA Wealth Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • SOA Wealth Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $20K in Q3 2022.
  • 343 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.