Avantax Advisory Services’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Avantax Advisory Services’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	-16,091	Closed	-$339K	–	1289
2021 Q3	$339K	Sell	16,091 -3,436	-18%	-$72.5K	0.01%	872
2021 Q2	$412K	Sell	19,527 -1,412	-7%	-$29.8K	0.01%	775
2021 Q1	$442K	Buy	20,939 +3,098	+17%	+$65.6K	0.01%	662
2020 Q4	$379K	Sell	17,841 -33,567	-65%	-$714K	0.01%	644
2020 Q3	$1.09M	Buy	51,408 +41,549	+421%	+$888K	0.02%	515
2020 Q2	$210K	Sell	9,859 -3,828	-28%	-$81.5K	0.01%	773
2020 Q1	$287K	Buy	13,687 +254	+2%	+$5.35K	0.01%	594
2019 Q4	$286K	Buy	+13,433	New	+$286K	0.01%	644

Other funds holding BSCL

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

Avantax Advisory Services's BSCL Position: Q4 2021 in Review

Avantax Advisory Services sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 16,091 shares — an estimated $339K sold.

Avantax Advisory Services first reported a position in BSCL in Q4 2019 and held it in 8 quarters. The position peaked at $1.09M in Q3 2020. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Avantax Advisory Services reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Avantax Advisory Services sold 16,091 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $339K.
Avantax Advisory Services first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Avantax Advisory Services's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $1.09M in Q3 2020.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Avantax Advisory Services's 13F filing for Q4 2021, filed 24 Jan 2022.