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BSCL

Avantax Planning Partners’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-2,846
Closed -$59K – 1324
2018
Q3 		$59K Buy
+2,846
New +$59.1K ﹤0.01% 450

Other funds holding BSCL

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Avantax Planning Partners's BSCL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2018, closing a stake of 2,846 shares — an estimated $59K sold.

Avantax Planning Partners first reported a position in BSCL in Q3 2018 and held it in 1 quarter. The position peaked at $59K in Q3 2018. 201 funds tracked by Wall St. Rank hold BSCL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,846 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2018, an estimated $59K.
  • Avantax Planning Partners first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $59K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.