Bruderman Asset Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Bruderman Asset 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 Q2	–	Sell	-102,760	Closed	-$2.17M	–	123
2021 Q1	$2.17M	Sell	102,760 -13,360	-12%	-$283K	0.6%	54
2020 Q4	$2.46M	Buy	116,120 +19,476	+20%	+$415K	0.72%	48
2020 Q3	$2.06M	Buy	96,644 +8,782	+10%	+$188K	0.68%	48
2020 Q2	$1.88M	Buy	87,862 +16,451	+23%	+$350K	0.62%	49
2020 Q1	$1.49M	Buy	71,411 +25,352	+55%	+$534K	0.59%	46
2019 Q4	$979K	Buy	46,059 +6,184	+16%	+$131K	0.31%	66
2019 Q3	$847K	Buy	39,875 +24,704	+163%	+$524K	0.21%	80
2019 Q2	$321K	Buy	15,171 +11,226	+285%	+$237K	0.08%	90
2019 Q1	$83K	Buy	+3,945	New	+$82.4K	0.02%	218

Other funds holding BSCL

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

Bruderman Asset Management's BSCL Position: Q2 2021 in Review

Bruderman Asset Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2021, closing a stake of 102,760 shares — an estimated $2.17M sold.

Bruderman Asset Management first reported a position in BSCL in Q1 2019 and held it in 9 quarters. The position peaked at $2.46M in Q4 2020. 281 funds tracked by Wall St. Rank hold BSCL as of Q2 2021.

Bruderman Asset Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Bruderman Asset Management sold 102,760 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2021, an estimated $2.17M.
Bruderman Asset Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2019 and held it in 9 quarters.
Bruderman Asset Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $2.46M in Q4 2020.
281 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2021.

Based on Bruderman Asset Management's 13F filing for Q2 2021, filed 14 Jul 2021.