T
BSCN

TRUADVICE’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

TRUADVICE’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
Q3 		$1.07M Sell
50,392
-36
-0.1% -$764 0.42% 66
2023
Q2 		$1.07M Buy
50,428
+16,506
+49% +$349K 0.39% 72
2023
Q1 		$716K Buy
+33,922
New +$714K 0.28% 84

Other funds holding BSCN

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TRUADVICE's BSCN Position: Q3 2023 in Review

TRUADVICE reduced its Invesco BulletShares 2023 Corporate Bond ETF (BSCN) stake by 0.07% in Q3 2023, selling an estimated $764 and leaving 50,392 shares worth $1.07M. The position accounts for 0.42% of the portfolio, ranked #66.

TRUADVICE first reported a position in BSCN in Q1 2023 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold BSCN as of Q3 2023.

  • TRUADVICE held 50,392 shares of Invesco BulletShares 2023 Corporate Bond ETF worth $1.07M as of Q3 2023.
  • TRUADVICE sold 36 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2023, an estimated $764.
  • Invesco BulletShares 2023 Corporate Bond ETF made up 0.42% of TRUADVICE's portfolio in Q3 2023, its #66 holding.
  • TRUADVICE first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.