BRWA
BSCL

B. Riley Wealth Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-10,200
Closed -$216K – 1496
2021
Q1 		$216K Buy
+10,200
New +$216K 0.01% 1158
2020
Q1 		– Sell
-11,833
Closed -$252K – 925
2019
Q4 		$252K Buy
11,833
+13
+0.1% +$276 0.02% 677
2019
Q3 		$252K Buy
11,820
+13
+0.1% +$276 0.02% 653
2019
Q2 		$251K Buy
11,807
+14
+0.1% +$295 0.03% 636
2019
Q1 		$249K Buy
11,793
+962
+9% +$20.1K 0.03% 575
2018
Q4 		$225K Sell
10,831
-1,313
-11% -$27.1K 0.03% 546
2018
Q3 		$252K Sell
12,144
-1,529
-11% -$31.7K 0.03% 559
2018
Q2 		$284K Hold
13,673
– – 0.04% 493
2018
Q1 		$285K Sell
13,673
-49
-0.4% -$1.02K 0.04% 474
2017
Q4 		$290K Buy
13,722
+49
+0.4% +$1.04K 0.04% 461
2017
Q3 		$293K Sell
13,673
-150
-1% -$3.21K 0.05% 380
2017
Q2 		$295K Sell
13,823
-300
-2% -$6.38K 0.05% 369
2017
Q1 		$299K Buy
14,123
+4,244
+43% +$89.4K 0.06% 345
2016
Q4 		$208K Buy
9,879
+26
+0.3% +$552 0.04% 453
2016
Q3 		$213K Hold
9,853
– – 0.04% 515
2016
Q2 		$213K Hold
9,853
– – 0.04% 513
2016
Q1 		$208K Buy
+9,853
New +$204K 0.05% 466

Other funds holding BSCL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Wells Fargo
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

B. Riley Wealth Advisors's BSCL Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2021, closing a stake of 10,200 shares — an estimated $216K sold.

B. Riley Wealth Advisors first reported a position in BSCL in Q1 2016 and held it in 17 quarters. The position peaked at $299K in Q1 2017. 281 funds tracked by Wall St. Rank hold BSCL as of Q2 2021.

  • B. Riley Wealth Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,200 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2021, an estimated $216K.
  • B. Riley Wealth Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2016 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $299K in Q1 2017.
  • 281 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.