W
BSCN

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

Wealthfront’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
2015
Q4 		– Sell
-1
Closed – – 1373
2015
Q3 		$0 Buy
+1
New +$20 ﹤0.01% 1597

Other funds holding BSCN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Wealthfront's BSCN Position: Q4 2015 in Review

Wealthfront sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2015, closing a stake of 1 share.

Wealthfront first reported a position in BSCN in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 21 funds tracked by Wall St. Rank hold BSCN as of Q4 2015.

  • Wealthfront reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1 Invesco BulletShares 2023 Corporate Bond ETF share in Q4 2015.
  • Wealthfront first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $0 in Q3 2015.
  • 21 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.