American Portfolios Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

American Portfolios Advisors’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,658	Closed	-$55.5K	–	2855
2019 Q3	$55.5K	Hold	2,658	–	–	﹤0.01%	1239
2019 Q2	$54.5K	Hold	2,658	–	–	﹤0.01%	1228
2019 Q1	$52.6K	Hold	2,658	–	–	0.01%	1174
2018 Q4	$50.1K	Buy	+2,658	New	+$49.9K	0.01%	1008

Other funds holding BSCR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

American Portfolios Advisors's BSCR Position: Q4 2019 in Review

American Portfolios Advisors sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q4 2019, closing a stake of 2,658 shares — an estimated $55.5K sold.

American Portfolios Advisors first reported a position in BSCR in Q4 2018 and held it in 4 quarters. The position peaked at $55.5K in Q3 2019. 38 funds tracked by Wall St. Rank hold BSCR as of Q4 2019.

American Portfolios Advisors reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
American Portfolios Advisors sold 2,658 Invesco BulletShares 2027 Corporate Bond ETF shares in Q4 2019, an estimated $55.5K.
American Portfolios Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
American Portfolios Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $55.5K in Q3 2019.
38 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q4 2019.

Based on American Portfolios Advisors's 13F filing for Q4 2019, filed 24 Mar 2023.