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

Cahill 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	-10,840	Closed	-$229K	–	860
2021 Q3	$229K	Buy	10,840 +13	+0.1%	+$274	0.05%	203
2021 Q2	$228K	Buy	10,827 +27	+0.3%	+$570	0.05%	196
2021 Q1	$228K	Buy	10,800 +63	+0.6%	+$1.33K	0.06%	190
2020 Q4	$228K	Buy	10,737 +52	+0.5%	+$1.11K	0.06%	182
2020 Q3	$228K	Buy	+10,685	New	+$228K	0.08%	152

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

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

Cahill Financial Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 10,840 shares — an estimated $229K sold.

Cahill Financial Advisors first reported a position in BSCL in Q3 2020 and held it in 5 quarters. The position peaked at $229K in Q3 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Cahill Financial Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 10,840 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $229K.
Cahill Financial Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2020 and held it in 5 quarters.
Cahill Financial Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $229K in Q3 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

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