AIM
BSCL

Anchor Investment Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Anchor Investment 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
Q3 		– Sell
-1,500
Closed -$31.6K – 982
2021
Q2 		$31.6K Sell
1,500
-8,900
-86% -$188K ﹤0.01% 595
2021
Q1 		$220K Sell
10,400
-170,829
-94% -$3.62M 0.03% 326
2020
Q4 		$3.84M Buy
181,229
+10,848
+6% +$231K 0.69% 40
2020
Q3 		$3.63M Buy
170,381
+16,199
+11% +$346K 0.74% 35
2020
Q2 		$3.29M Buy
154,182
+1,334
+0.9% +$28.4K 0.74% 32
2020
Q1 		$3.21M Buy
152,848
+1,221
+0.8% +$25.7K 0.83% 29
2019
Q4 		$3.22M Buy
151,627
+2,492
+2% +$53K 0.69% 39
2019
Q3 		$3.17M Buy
149,135
+74,616
+100% +$1.58M 0.73% 32
2019
Q2 		$1.58M Buy
74,519
+13,636
+22% +$287K 0.38% 79
2019
Q1 		$1.28M Buy
60,883
+11,120
+22% +$232K 0.32% 91
2018
Q4 		$1.03M Buy
49,763
+5,707
+13% +$118K 0.29% 93
2018
Q3 		$914K Buy
44,056
+30,429
+223% +$632K 0.21% 128
2018
Q2 		$283K Buy
13,627
+2,060
+18% +$42.7K 0.07% 249
2018
Q1 		$241K Hold
11,567
– – 0.06% 265
2017
Q4 		$244K Buy
11,567
+6,782
+142% +$144K 0.06% 250
2017
Q3 		$102K Buy
+4,785
New +$102K 0.03% 352

Other funds holding BSCL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Anchor Investment Management's BSCL Position: Q3 2021 in Review

Anchor Investment Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2021, closing a stake of 1,500 shares — an estimated $31.6K sold.

Anchor Investment Management first reported a position in BSCL in Q3 2017 and held it in 16 quarters. The position peaked at $3.84M in Q4 2020. 260 funds tracked by Wall St. Rank hold BSCL as of Q3 2021.

  • Anchor Investment Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Anchor Investment Management sold 1,500 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2021, an estimated $31.6K.
  • Anchor Investment Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2017 and held it in 16 quarters.
  • Anchor Investment Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $3.84M in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2021.

Based on Anchor Investment Management's 13F filing for Q3 2021, filed 2 Jan 2024.