SFC
BSCN

Strategic Financial Concepts’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Strategic Financial Concepts’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
-42,621
Closed -$905K – 283
2023
Q3 		$905K Buy
42,621
+7,314
+21% +$155K 0.31% 81
2023
Q2 		$747K Buy
35,307
+8,636
+32% +$183K 0.28% 88
2023
Q1 		$562K Buy
+26,671
New +$561K 0.23% 98

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 Financial Concepts's BSCN Position: Q4 2023 in Review

Strategic Financial Concepts sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 42,621 shares — an estimated $905K sold.

Strategic Financial Concepts first reported a position in BSCN in Q1 2023 and held it in 3 quarters. The position peaked at $905K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Strategic Financial Concepts reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 42,621 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $905K.
  • Strategic Financial Concepts first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Strategic Financial Concepts's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $905K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Strategic Financial Concepts's 13F filing for Q4 2023, filed 18 Jan 2024.