Wulff, Hansen & Co’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Wulff, Hansen & Co’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	-36,755	Closed	-$780K	–	88
2023 Q3	$780K	Sell	36,755 -225	-0.6%	-$4.77K	0.91%	35
2023 Q2	$783K	Sell	36,980 -100	-0.3%	-$2.11K	0.88%	36
2023 Q1	$782K	Sell	37,080 -625	-2%	-$13.2K	0.89%	38
2022 Q4	$791K	Sell	37,705 -630	-2%	-$13.2K	0.96%	35
2022 Q3	$800K	Sell	38,335 -360	-0.9%	-$7.54K	1%	34
2022 Q2	$811K	Sell	38,695 -425	-1%	-$8.93K	0.92%	40
2022 Q1	$825K	Sell	39,120 -9,825	-20%	-$209K	0.79%	42
2021 Q4	$1.05M	Buy	+48,945	New	+$1.06M	0.91%	36

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

Wulff, Hansen & Co's BSCN Position: Q4 2023 in Review

Wulff, Hansen & Co sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 36,755 shares — an estimated $780K sold.

Wulff, Hansen & Co first reported a position in BSCN in Q4 2021 and held it in 8 quarters. The position peaked at $1.05M in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

Wulff, Hansen & Co reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Wulff, Hansen & Co sold 36,755 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $780K.
Wulff, Hansen & Co first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Wulff, Hansen & Co's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $1.05M in Q4 2021.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Wulff, Hansen & Co's 13F filing for Q4 2023, filed 12 Feb 2024.