SFG
BSCN

Sterling Financial Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Sterling Financial Group’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
-14,694
Closed -$312K – 65
2023
Q3 		$312K Buy
14,694
+1,138
+8% +$24.1K 0.2% 44
2023
Q2 		$287K Buy
+13,556
New +$287K 0.19% 44

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

Sterling Financial Group's BSCN Position: Q4 2023 in Review

Sterling Financial Group sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 14,694 shares — an estimated $312K sold.

Sterling Financial Group first reported a position in BSCN in Q2 2023 and held it in 2 quarters. The position peaked at $312K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Sterling Financial Group reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sterling Financial Group sold 14,694 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $312K.
  • Sterling Financial Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Sterling Financial Group's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $312K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Sterling Financial Group's 13F filing for Q4 2023, filed 17 Jan 2024.