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

Wealthspire Advisors (New York)’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	-29,108	Closed	-$618K	–	667
2023 Q3	$618K	Hold	29,108	–	–	0.01%	354
2023 Q2	$616K	Sell	29,108 -4,538	-13%	-$95.9K	0.01%	327
2023 Q1	$709K	Hold	33,646	–	–	0.01%	306
2022 Q4	$706K	Hold	33,646	–	–	0.01%	321
2022 Q3	$702K	Hold	33,646	–	–	0.01%	285
2022 Q2	$705K	Buy	+33,646	New	+$707K	0.01%	265
2021 Q2	–	Sell	-21,754	Closed	-$474K	–	717
2021 Q1	$474K	Buy	+21,754	New	+$475K	0.01%	415

Other funds holding BSCN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s BSCN Position: Q4 2023 in Review

Wealthspire Advisors (New York) sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 29,108 shares — an estimated $618K sold.

Wealthspire Advisors (New York) first reported a position in BSCN in Q1 2021 and held it in 7 quarters. The position peaked at $709K in Q1 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Wealthspire Advisors (New York) reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 29,108 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $618K.
Wealthspire Advisors (New York) first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Wealthspire Advisors (New York)'s Invesco BulletShares 2023 Corporate Bond ETF position peaked at $709K in Q1 2023.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2023, filed 7 Feb 2024.