Tyler-Stone Wealth Management’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Tyler-Stone 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	-37,581	Closed	-$798K	–	997
2023 Q3	$798K	Buy	37,581 +483	+1%	+$10.2K	0.46%	47
2023 Q2	$785K	Buy	+37,098	New	+$784K	0.44%	48
2022 Q4	$666K	Buy	31,739 +23,869	+303%	+$499K	0.45%	52
2022 Q3	$164K	Hold	7,870	–	–	0.13%	150
2022 Q2	$165K	Hold	7,870	–	–	0.11%	167
2022 Q1	$166K	Hold	7,870	–	–	0.09%	198
2021 Q4	$169K	Buy	+7,870	New	+$170K	0.09%	209

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

Tyler-Stone Wealth Management's BSCN Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 37,581 shares — an estimated $798K sold.

Tyler-Stone Wealth Management first reported a position in BSCN in Q4 2021 and held it in 7 quarters. The position peaked at $798K in Q3 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Tyler-Stone Wealth Management reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 37,581 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $798K.
Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
Tyler-Stone Wealth Management's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $798K in Q3 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.