Sugarloaf Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Sugarloaf Wealth Management’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	-20	Closed	-$415	–	710
2023 Q3	$415	Buy	20 +1	+5%	+$21	﹤0.01%	649
2023 Q2	$410	Hold	19	–	–	﹤0.01%	659
2023 Q1	$405	Hold	19	–	–	﹤0.01%	663
2022 Q4	$400	Buy	+19	New	+$397	﹤0.01%	738

Other funds holding BSCN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Sugarloaf Wealth Management's BSCN Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 20 shares — an estimated $415 sold.

Sugarloaf Wealth Management first reported a position in BSCN in Q4 2022 and held it in 4 quarters. The position peaked at $415 in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Sugarloaf Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 20 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $415.
Sugarloaf Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Sugarloaf Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $415 in Q3 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.