SFWC
BSCN

Strategic Family Wealth Counselors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Strategic Family Wealth Counselors’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
-472,780
Closed -$10M – 121
2023
Q3 		$10M Sell
472,780
-2,347
-0.5% -$49.8K 4.82% 2
2023
Q2 		$10.1M Buy
475,127
+2,701
+0.6% +$57.1K 4.62% 2
2023
Q1 		$9.96M Buy
472,426
+3,100
+0.7% +$65.2K 4.72% 2
2022
Q4 		$9.85M Buy
469,326
+6,283
+1% +$131K 4.88% 2
2022
Q3 		$9.66M Buy
463,043
+419
+0.1% +$8.78K 4.74% 3
2022
Q2 		$9.69M Buy
462,624
+4,544
+1% +$95.5K 4.65% 3
2022
Q1 		$9.66M Buy
458,080
+50,899
+13% +$1.08M 3.9% 4
2021
Q4 		$8.74M Buy
407,181
+237,494
+140% +$5.12M 2.8% 6
2021
Q3 		$3.68M Buy
169,687
+13,811
+9% +$300K 1.26% 24
2021
Q2 		$3.39M Buy
155,876
+12,216
+9% +$266K 1.11% 23
2021
Q1 		$3.13M Buy
143,660
+5,514
+4% +$120K 1.18% 21
2020
Q4 		$3.02M Buy
138,146
+1,715
+1% +$37.5K 1.56% 20
2020
Q3 		$2.97M Buy
136,431
+11,500
+9% +$251K 1.67% 19
2020
Q2 		$2.72M Buy
124,931
+18,318
+17% +$393K 1.71% 17
2020
Q1 		$2.21M Buy
106,613
+56,436
+112% +$1.19M 1.65% 20
2019
Q4 		$1.07M Buy
50,177
+8,511
+20% +$181K 0.86% 27
2019
Q3 		$887K Buy
41,666
+7,030
+20% +$149K 0.67% 28
2019
Q2 		$733K Buy
34,636
+7,012
+25% +$146K 0.57% 31
2019
Q1 		$575K Buy
27,624
+16,368
+145% +$335K 0.46% 36
2018
Q4 		$227K Buy
+11,256
New +$226K 0.26% 54

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

Strategic Family Wealth Counselors's BSCN Position: Q4 2023 in Review

Strategic Family Wealth Counselors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 472,780 shares — an estimated $10M sold.

Strategic Family Wealth Counselors first reported a position in BSCN in Q4 2018 and held it in 20 quarters. The position peaked at $10.1M in Q2 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Strategic Family Wealth Counselors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 472,780 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $10M.
  • Strategic Family Wealth Counselors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2018 and held it in 20 quarters.
  • Strategic Family Wealth Counselors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $10.1M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2023, filed 29 Jan 2024.