Buckingham Strategic Wealth
BSCL icon

Buckingham Strategic Wealth’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Buckingham Strategic Wealth’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
2018
Q3 		– Sell
-17,040
Closed -$354K – 379
2018
Q2 		$354K Sell
17,040
-27
-0.2% -$560 0.06% 238
2018
Q1 		$355K Buy
+17,067
New +$357K 0.07% 213

Other funds holding BSCL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Synovus Financial
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Buckingham Strategic Wealth's BSCL Position: Q3 2018 in Review

Buckingham Strategic Wealth sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2018, closing a stake of 17,040 shares — an estimated $354K sold.

Buckingham Strategic Wealth first reported a position in BSCL in Q1 2018 and held it in 2 quarters. The position peaked at $355K in Q1 2018. 172 funds tracked by Wall St. Rank hold BSCL as of Q3 2018.

  • Buckingham Strategic Wealth reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 17,040 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2018, an estimated $354K.
  • Buckingham Strategic Wealth first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $355K in Q1 2018.
  • 172 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2018, filed 2 Nov 2018.