AWM
BSCL

Aevitas Wealth Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Aevitas Wealth Management’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
2021
Q4 		– Sell
-27,956
Closed -$590K – 131
2021
Q3 		$590K Sell
27,956
-459
-2% -$9.68K 0.38% 67
2021
Q2 		$600K Sell
28,415
-3,878
-12% -$81.9K 0.38% 69
2021
Q1 		$682K Buy
32,293
+85
+0.3% +$1.8K 0.48% 57
2020
Q4 		$683K Buy
32,208
+153
+0.5% +$3.26K 0.5% 55
2020
Q3 		$683K Sell
32,055
-207
-0.6% -$4.42K 0.56% 50
2020
Q2 		$689K Buy
32,262
+1,813
+6% +$38.6K 0.64% 45
2020
Q1 		$639K Sell
30,449
-5,415
-15% -$114K 0.72% 43
2019
Q4 		$762K Buy
35,864
+174
+0.5% +$3.7K 0.72% 39
2019
Q3 		$759K Buy
35,690
+171
+0.5% +$3.63K 0.76% 39
2019
Q2 		$753K Buy
35,519
+170
+0.5% +$3.58K 0.76% 40
2019
Q1 		$743K Buy
35,349
+159
+0.5% +$3.32K 0.66% 44
2018
Q4 		$730K Sell
35,190
-7,786
-18% -$161K 0.75% 39
2018
Q3 		$891K Buy
42,976
+180
+0.4% +$3.74K 0.81% 35
2018
Q2 		$888K Buy
42,796
+3,049
+8% +$63.2K 0.86% 37
2018
Q1 		$828K Buy
+39,747
New +$831K 0.83% 40

Other funds holding BSCL

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Aevitas Wealth Management's BSCL Position: Q4 2021 in Review

Aevitas Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 27,956 shares — an estimated $590K sold.

Aevitas Wealth Management first reported a position in BSCL in Q1 2018 and held it in 15 quarters. The position peaked at $891K in Q3 2018. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

  • Aevitas Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Aevitas Wealth Management sold 27,956 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $590K.
  • Aevitas Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2018 and held it in 15 quarters.
  • Aevitas Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $891K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Aevitas Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.