Syverson Strege & Co’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Syverson Strege & Co’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
2022 Q3	–	Sell	-494	Closed	-$10K	–	349
2022 Q2	$10K	Hold	494	–	–	﹤0.01%	229
2022 Q1	$10K	Hold	494	–	–	0.01%	201
2021 Q4	$11K	Hold	494	–	–	0.01%	200
2021 Q3	$11K	Hold	494	–	–	0.01%	237
2021 Q2	$11K	Hold	494	–	–	0.01%	197
2021 Q1	$11K	Hold	494	–	–	0.01%	189
2020 Q4	$11K	Buy	+494	New	+$10.8K	0.01%	179

Other funds holding BSCN

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Syverson Strege & Co's BSCN Position: Q3 2022 in Review

Syverson Strege & Co sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q3 2022, closing a stake of 494 shares — an estimated $10K sold.

Syverson Strege & Co first reported a position in BSCN in Q4 2020 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 316 funds tracked by Wall St. Rank hold BSCN as of Q3 2022.

Syverson Strege & Co reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Syverson Strege & Co sold 494 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2022, an estimated $10K.
Syverson Strege & Co first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Syverson Strege & Co's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $11K in Q4 2021.
316 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2022.

Based on Syverson Strege & Co's 13F filing for Q3 2022, filed 9 Nov 2022.