TPG Financial Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

TPG Financial Advisors’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	-14,194	Closed	-$301K	–	63
2023 Q3	$301K	Buy	14,194 +212	+2%	+$4.5K	0.16%	47
2023 Q2	$296K	Buy	13,982 +664	+5%	+$14K	0.16%	44
2023 Q1	$281K	Buy	+13,318	New	+$280K	0.15%	43

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

TPG Financial Advisors's BSCN Position: Q4 2023 in Review

TPG Financial Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 14,194 shares — an estimated $301K sold.

TPG Financial Advisors first reported a position in BSCN in Q1 2023 and held it in 3 quarters. The position peaked at $301K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

TPG Financial Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
TPG Financial Advisors sold 14,194 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $301K.
TPG Financial Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
TPG Financial Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $301K in Q3 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on TPG Financial Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.