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

Aspen 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 Q1	–	Sell	-144,063	Closed	-$3.06M	–	153
2020 Q4	$3.06M	Buy	144,063 +9,950	+7%	+$212K	1.81%	12
2020 Q3	$2.86M	Buy	134,113 +440	+0.3%	+$9.4K	1.91%	13
2020 Q2	$2.86M	Buy	133,673 +1,030	+0.8%	+$21.9K	2.05%	11
2020 Q1	$2.78M	Sell	132,643 -3,675	-3%	-$77.5K	2.41%	8
2019 Q4	$2.9M	Buy	136,318 +1,780	+1%	+$37.8K	1.8%	10
2019 Q3	$2.86M	Sell	134,538 -1,500	-1%	-$31.8K	1.91%	8
2019 Q2	$2.88M	Buy	136,038 +7,542	+6%	+$159K	1.9%	8
2019 Q1	$2.7M	Buy	128,496 +13,150	+11%	+$275K	1.89%	9
2018 Q4	$2.39M	Buy	115,346 +60,091	+109%	+$1.24M	1.92%	9
2018 Q3	$1.15M	Sell	55,255 -444	-0.8%	-$9.22K	0.76%	38
2018 Q2	$1.16M	Buy	+55,699	New	+$1.15M	0.8%	39
2018 Q1	–	Sell	-27,423	Closed	-$579K	–	145
2017 Q4	$579K	Buy	+27,423	New	+$583K	0.41%	73

Other funds holding BSCL

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aspen Investment Management's BSCL Position: Q1 2021 in Review

Aspen Investment Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2021, closing a stake of 144,063 shares — an estimated $3.06M sold.

Aspen Investment Management first reported a position in BSCL in Q4 2017 and held it in 12 quarters. The position peaked at $3.06M in Q4 2020. 296 funds tracked by Wall St. Rank hold BSCL as of Q1 2021.

Aspen Investment Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Aspen Investment Management sold 144,063 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2021, an estimated $3.06M.
Aspen Investment Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2017 and held it in 12 quarters.
Aspen Investment Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $3.06M in Q4 2020.
296 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2021.

Based on Aspen Investment Management's 13F filing for Q1 2021, filed 10 Jun 2021.