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

Valeo 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
2021 Q2	–	Sell	-133	Closed	-$3K	–	2123
2021 Q1	$3K	Hold	133	–	–	﹤0.01%	1765
2020 Q4	$3K	Hold	133	–	–	﹤0.01%	1490
2020 Q3	$3K	Hold	133	–	–	﹤0.01%	1376
2020 Q2	$3K	Hold	133	–	–	﹤0.01%	1713
2020 Q1	$3K	Hold	133	–	–	﹤0.01%	1472
2019 Q4	$3K	Hold	133	–	–	﹤0.01%	1432
2019 Q3	$3K	Hold	133	–	–	﹤0.01%	1353
2019 Q2	$3K	Hold	133	–	–	﹤0.01%	1371
2019 Q1	$3K	Hold	133	–	–	﹤0.01%	1325
2018 Q4	$3K	Hold	133	–	–	﹤0.01%	1249
2018 Q3	$3K	Hold	133	–	–	﹤0.01%	1413
2018 Q2	$3K	Sell	133 -1,225	-90%	-$24.8K	﹤0.01%	1309
2018 Q1	$28K	Buy	+1,358	New	+$27.9K	﹤0.01%	629

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

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

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

HPC

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

MFWM

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

Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

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

Valeo Financial Advisors's BSCN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2021, closing a stake of 133 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in BSCN in Q1 2018 and held it in 13 quarters. The position peaked at $28K in Q1 2018. 264 funds tracked by Wall St. Rank hold BSCN as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 133 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $28K in Q1 2018.
264 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.