BWA
BSCL

BDO Wealth Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

BDO 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
Q4 		– Sell
-2,000
Closed -$42K – 1177
2021
Q3 		$42K Hold
2,000
– – ﹤0.01% 477
2021
Q2 		$42K Hold
2,000
– – ﹤0.01% 490
2021
Q1 		$42K Hold
2,000
– – 0.01% 480
2020
Q4 		$42K Hold
2,000
– – 0.01% 375
2020
Q3 		$43K Sell
2,000
-1,750
-47% -$37.4K 0.01% 352
2020
Q2 		$80K Sell
3,750
-8,100
-68% -$173K 0.01% 289
2020
Q1 		$248K Sell
11,850
-2,100
-15% -$44.3K 0.05% 183
2019
Q4 		$296K Sell
13,950
-46,410
-77% -$987K 0.08% 157
2019
Q3 		$1.28M Sell
60,360
-35,705
-37% -$758K 0.33% 61
2019
Q2 		$2.04M Buy
96,065
+30,947
+48% +$652K 0.55% 39
2019
Q1 		$1.37M Buy
+65,118
New +$1.36M 0.4% 54

Other funds holding BSCL

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

BDO Wealth Advisors's BSCL Position: Q4 2021 in Review

BDO Wealth Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 2,000 shares — an estimated $42K sold.

BDO Wealth Advisors first reported a position in BSCL in Q1 2019 and held it in 11 quarters. The position peaked at $2.04M in Q2 2019. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

  • BDO Wealth Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 2,000 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $42K.
  • BDO Wealth Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
  • BDO Wealth Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $2.04M in Q2 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.