WP
BSCN

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

WealthShield Partners’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
Q3 		– Sell
-16,322
Closed -$355K – 799
2021
Q2 		$355K Buy
16,322
+299
+2% +$6.51K 0.06% 190
2021
Q1 		$349K Buy
16,023
+6,614
+70% +$144K 0.06% 187
2020
Q4 		$206K Buy
+9,409
New +$206K 0.04% 287

Other funds holding BSCN

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
OA
Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

WealthShield Partners's BSCN Position: Q3 2021 in Review

WealthShield Partners sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q3 2021, closing a stake of 16,322 shares — an estimated $355K sold.

WealthShield Partners first reported a position in BSCN in Q4 2020 and held it in 3 quarters. The position peaked at $355K in Q2 2021. 272 funds tracked by Wall St. Rank hold BSCN as of Q3 2021.

  • WealthShield Partners reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 16,322 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2021, an estimated $355K.
  • WealthShield Partners first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • WealthShield Partners's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $355K in Q2 2021.
  • 272 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.