Souders Financial Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Souders Financial 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 Q3	–	Sell	-120,095	Closed	-$2.52M	–	158
2022 Q2	$2.52M	Buy	120,095 +6,312	+6%	+$133K	0.72%	48
2022 Q1	$2.4M	Buy	113,783 +5,964	+6%	+$127K	0.69%	47
2021 Q4	$2.31M	Buy	107,819 +4,871	+5%	+$105K	0.66%	50
2021 Q3	$2.23M	Buy	102,948 +4,914	+5%	+$107K	0.72%	48
2021 Q2	$2.13M	Buy	98,034 +3,451	+4%	+$75.1K	0.72%	47
2021 Q1	$2.06M	Buy	94,583 +2,770	+3%	+$60.4K	0.81%	43
2020 Q4	$2.01M	Buy	91,813 +1,904	+2%	+$41.6K	0.88%	39
2020 Q3	$1.97M	Buy	89,909 +10,757	+14%	+$235K	0.93%	38
2020 Q2	$1.72M	Buy	+79,152	New	+$1.7M	0.99%	36

Other funds holding BSCN

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Souders Financial Advisors's BSCN Position: Q3 2022 in Review

Souders Financial Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q3 2022, closing a stake of 120,095 shares — an estimated $2.52M sold.

Souders Financial Advisors first reported a position in BSCN in Q2 2020 and held it in 9 quarters. The position peaked at $2.52M in Q2 2022. 316 funds tracked by Wall St. Rank hold BSCN as of Q3 2022.

Souders Financial Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Souders Financial Advisors sold 120,095 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2022, an estimated $2.52M.
Souders Financial Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Souders Financial Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $2.52M in Q2 2022.
316 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2022.

Based on Souders Financial Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.