Squar Milner Financial Services’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Squar Milner Financial Services’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
2019 Q3	–	Sell	-1,417	Closed	-$30K	–	820
2019 Q2	$30K	Sell	1,417 -168	-11%	-$3.51K	0.02%	413
2019 Q1	$32K	Buy	1,585 +1,220	+334%	+$25K	0.02%	378
2018 Q4	$7K	Hold	365	–	–	0.01%	529
2018 Q3	$7K	Buy	+365	New	+$7.39K	0.01%	564

Other funds holding BSCN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Squar Milner Financial Services's BSCN Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q3 2019, closing a stake of 1,417 shares — an estimated $30K sold.

Squar Milner Financial Services first reported a position in BSCN in Q3 2018 and held it in 4 quarters. The position peaked at $32K in Q1 2019. 177 funds tracked by Wall St. Rank hold BSCN as of Q3 2019.

Squar Milner Financial Services reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 1,417 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2019, an estimated $30K.
Squar Milner Financial Services first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2018 and held it in 4 quarters.
Squar Milner Financial Services's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $32K in Q1 2019.
177 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.