BFA
BSCL

Beaumont Financial Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Beaumont Financial 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
-45,729
Closed -$964K – 379
2021
Q3 		$964K Sell
45,729
-9,212
-17% -$194K 0.07% 142
2021
Q2 		$1.16M Sell
54,941
-2,916
-5% -$61.6K 0.09% 130
2021
Q1 		$1.22M Sell
57,857
-314,398
-84% -$6.65M 0.1% 129
2020
Q4 		$7.9M Sell
372,255
-173,649
-32% -$3.7M 0.7% 51
2020
Q3 		$11.6M Buy
545,904
+48,742
+10% +$1.04M 1.11% 23
2020
Q2 		$10.6M Buy
497,162
+72,243
+17% +$1.54M 1.11% 29
2020
Q1 		$8.91M Sell
424,919
-54,816
-11% -$1.16M 1.12% 27
2019
Q4 		$10.2M Buy
479,735
+143,983
+43% +$3.06M 1% 35
2019
Q3 		$7.14M Buy
335,752
+524
+0.2% +$11.1K 0.71% 44
2019
Q2 		$7.1M Buy
335,228
+44,563
+15% +$939K 0.73% 41
2019
Q1 		$6.11M Buy
290,665
+184,804
+175% +$3.86M 0.66% 43
2018
Q4 		$2.2M Buy
105,861
+74,433
+237% +$1.54M 0.36% 50
2018
Q3 		$652K Buy
+31,428
New +$652K 0.07% 127

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

Beaumont Financial Advisors's BSCL Position: Q4 2021 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 45,729 shares — an estimated $964K sold.

Beaumont Financial Advisors first reported a position in BSCL in Q3 2018 and held it in 13 quarters. The position peaked at $11.6M in Q3 2020. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

  • Beaumont Financial Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 45,729 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $964K.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2018 and held it in 13 quarters.
  • Beaumont Financial Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $11.6M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Beaumont Financial Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.