AO
BSCL

Advisor OS’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Advisor OS’s Portfolio BSCL Stock Details BSCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-484,581
Closed -$10.4M – 182
2020
Q2 		$10.4M Buy
+484,581
New +$10.3M 6.17% 3

Other funds holding BSCL

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Advisor OS's BSCL Position: Q3 2020 in Review

Advisor OS sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2020, closing a stake of 484,581 shares — an estimated $10.4M sold.

Advisor OS first reported a position in BSCL in Q2 2020 and held it in 1 quarter. The position peaked at $10.4M in Q2 2020. 268 funds tracked by Wall St. Rank hold BSCL as of Q3 2020.

  • Advisor OS reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Advisor OS sold 484,581 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2020, an estimated $10.4M.
  • Advisor OS first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Advisor OS's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $10.4M in Q2 2020.
  • 268 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2020.

Based on Advisor OS's 13F filing for Q3 2020, filed 12 Nov 2020.