Wealthspire Advisors (Maryland)’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q4	–	Sell	-1,778	Closed	-$36K	–	2692
2018 Q3	$36K	Buy	1,778 +15	+0.9%	+$304	﹤0.01%	1085
2018 Q2	$36K	Buy	1,763 +12	+0.7%	+$243	﹤0.01%	1091
2018 Q1	$36K	Buy	1,751 +16	+0.9%	+$328	﹤0.01%	1111
2017 Q4	$36K	Buy	1,735 +11	+0.6%	+$231	﹤0.01%	1139
2017 Q3	$36K	Buy	1,724 +11	+0.6%	+$232	﹤0.01%	1102
2017 Q2	$36K	Buy	+1,713	New	+$35.8K	﹤0.01%	1066

Other funds holding BSCN

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

BCM

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

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BSCN Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2018, closing a stake of 1,778 shares — an estimated $36K sold.

Wealthspire Advisors (Maryland) first reported a position in BSCN in Q2 2017 and held it in 6 quarters. The position peaked at $36K in Q3 2018. 125 funds tracked by Wall St. Rank hold BSCN as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,778 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2018, an estimated $36K.
Wealthspire Advisors (Maryland) first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q2 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Invesco BulletShares 2023 Corporate Bond ETF position peaked at $36K in Q3 2018.
125 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.