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

BerganKDV 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	-498	Closed	-$11K	–	1150
2021 Q3	$11K	Hold	498	–	–	﹤0.01%	630
2021 Q2	$11K	Hold	498	–	–	﹤0.01%	601
2021 Q1	$11K	Sell	498 -1,213	-71%	-$25.7K	﹤0.01%	571
2020 Q4	$36K	Buy	1,711 +1,213	+244%	+$25.8K	0.01%	395
2020 Q3	$11K	Hold	498	–	–	﹤0.01%	501
2020 Q2	$11K	Hold	498	–	–	﹤0.01%	536
2020 Q1	$10K	Hold	498	–	–	﹤0.01%	499
2019 Q4	$11K	Hold	498	–	–	﹤0.01%	523
2019 Q3	$11K	Hold	498	–	–	﹤0.01%	495
2019 Q2	$11K	Hold	498	–	–	﹤0.01%	511
2019 Q1	$10K	Buy	498 +210	+73%	+$4.39K	﹤0.01%	535
2018 Q4	$6K	Hold	288	–	–	﹤0.01%	539
2018 Q3	$6K	Hold	288	–	–	﹤0.01%	535
2018 Q2	$6K	Buy	+288	New	+$5.97K	﹤0.01%	553

Other funds holding BSCL

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

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

BerganKDV Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 498 shares — an estimated $11K sold.

BerganKDV Wealth Management first reported a position in BSCL in Q2 2018 and held it in 14 quarters. The position peaked at $36K in Q4 2020. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

BerganKDV Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 498 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $11K.
BerganKDV Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2018 and held it in 14 quarters.
BerganKDV Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $36K in Q4 2020.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.