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Capital Planning Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Capital Planning 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
2017
Q2 		– Sell
-13,057
Closed -$276K – 148
2017
Q1 		$276K Buy
+13,057
New +$275K 0.14% 101

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MFWM
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Bank of America
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EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Synovus Financial
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Planning Advisors's BSCL Position: Q2 2017 in Review

Capital Planning Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2017, closing a stake of 13,057 shares — an estimated $276K sold.

Capital Planning Advisors first reported a position in BSCL in Q1 2017 and held it in 1 quarter. The position peaked at $276K in Q1 2017. 113 funds tracked by Wall St. Rank hold BSCL as of Q2 2017.

  • Capital Planning Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 13,057 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2017, an estimated $276K.
  • Capital Planning Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Capital Planning Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $276K in Q1 2017.
  • 113 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2017.

Based on Capital Planning Advisors's 13F filing for Q2 2017, filed 8 Aug 2017.