Wealth Enhancement Advisory Services
BSCN

Wealth Enhancement Advisory Services’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Wealth Enhancement Advisory Services’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
-57,242
Closed -$1.22M – 2472
2023
Q3 		$1.22M Buy
+57,242
New +$1.21M ﹤0.01% 1023
2023
Q1 		– Sell
-28,069
Closed -$590K – 566
2022
Q4 		$590K Sell
28,069
-9,420
-25% -$197K 0.01% 263
2022
Q3 		$782K Sell
37,489
-2,300
-6% -$48.2K 0.01% 249
2022
Q2 		$834K Sell
39,789
-4,488
-10% -$94.3K 0.01% 254
2022
Q1 		$933K Sell
44,277
-1,156
-3% -$24.6K 0.01% 240
2021
Q4 		$969K Buy
45,433
+4
+0% +$86 0.01% 222
2021
Q3 		$981K Buy
45,429
+880
+2% +$19.1K 0.01% 219
2021
Q2 		$967K Sell
44,549
-11,366
-20% -$247K 0.02% 202
2021
Q1 		$1.22M Buy
+55,915
New +$1.22M 0.02% 170

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PP
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

Wealth Enhancement Advisory Services's BSCN Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 57,242 shares — an estimated $1.22M sold.

Wealth Enhancement Advisory Services first reported a position in BSCN in Q1 2021 and held it in 9 quarters. The position peaked at $1.22M in Q1 2021. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 57,242 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $1.22M.
  • Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $1.22M in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.