SWP
BSCN

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

Strategic Wealth Partners’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
Q4 		– Sell
-421
Closed -$8 – 568
2019
Q3 		$8 Buy
+421
New +$8.94K ﹤0.01% 603

Other funds holding BSCN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Partners's BSCN Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2019, closing a stake of 421 shares — an estimated $8 sold.

Strategic Wealth Partners first reported a position in BSCN in Q3 2019 and held it in 1 quarter. The position peaked at $8 in Q3 2019. 200 funds tracked by Wall St. Rank hold BSCN as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 421 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2019, an estimated $8.
  • Strategic Wealth Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $8 in Q3 2019.
  • 200 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.