BWM
BSCL

BCS Wealth Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

BCS Wealth 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
Q4 		– Sell
-518,173
Closed -$10.9M – 202
2021
Q3 		$10.9M Sell
518,173
-33,186
-6% -$700K 4.64% 4
2021
Q2 		$11.6M Sell
551,359
-16,428
-3% -$347K 6.18% 2
2021
Q1 		$12M Buy
567,787
+17,427
+3% +$369K 5.69% 3
2020
Q4 		$11.7M Buy
550,360
+94,791
+21% +$2.02M 6.06% 3
2020
Q3 		$9.71M Buy
455,569
+32,369
+8% +$692K 5.49% 4
2020
Q2 		$9.04M Sell
423,200
-13,397
-3% -$285K 5.42% 4
2020
Q1 		$9.15M Buy
436,597
+26,817
+7% +$565K 6.41% 3
2019
Q4 		$8.7M Buy
+409,780
New +$8.71M 5.8% 3

Other funds holding BSCL

Thrivent Financial for Lutherans
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

BCS Wealth Management's BSCL Position: Q4 2021 in Review

BCS Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 518,173 shares — an estimated $10.9M sold.

BCS Wealth Management first reported a position in BSCL in Q4 2019 and held it in 8 quarters. The position peaked at $12M in Q1 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

  • BCS Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • BCS Wealth Management sold 518,173 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $10.9M.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
  • BCS Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $12M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on BCS Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.