Wealthstreet Investment Advisors’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Wealthstreet Investment Advisors’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 Q2	–	Sell	-35,200	Closed	-$766K	–	357
2021 Q1	$766K	Hold	35,200	–	–	0.07%	201
2020 Q4	$771K	Hold	35,200	–	–	0.08%	184
2020 Q3	$767K	Hold	35,200	–	–	0.09%	176
2020 Q2	$766K	Buy	35,200 +14,700	+72%	+$316K	0.09%	165
2020 Q1	$425K	Hold	20,500	–	–	0.06%	209
2019 Q4	$437K	Hold	20,500	–	–	0.05%	245
2019 Q3	$435K	Hold	20,500	–	–	0.06%	235
2019 Q2	$434K	Hold	20,500	–	–	0.06%	244
2019 Q1	$426K	Buy	+20,500	New	+$420K	0.06%	246

Other funds holding BSCN

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 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 $5.2B AUM 22.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthstreet Investment Advisors's BSCN Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q2 2021, closing a stake of 35,200 shares — an estimated $766K sold.

Wealthstreet Investment Advisors first reported a position in BSCN in Q1 2019 and held it in 9 quarters. The position peaked at $771K in Q4 2020. 264 funds tracked by Wall St. Rank hold BSCN as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 35,200 Invesco BulletShares 2023 Corporate Bond ETF shares in Q2 2021, an estimated $766K.
Wealthstreet Investment Advisors first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2019 and held it in 9 quarters.
Wealthstreet Investment Advisors's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $771K in Q4 2020.
264 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.