Carolinas Wealth Consulting’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Carolinas Wealth Consulting’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	-792	Closed	-$17K	–	1029
2021 Q3	$17K	Buy	792 +2	+0.3%	+$42	﹤0.01%	504
2021 Q2	$17K	Buy	790 +1	+0.1%	+$21	﹤0.01%	535
2021 Q1	$17K	Buy	789 +3	+0.4%	+$63	﹤0.01%	546
2020 Q4	$17K	Buy	+786	New	+$16.7K	﹤0.01%	508

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

Carolinas Wealth Consulting's BSCL Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 792 shares — an estimated $17K sold.

Carolinas Wealth Consulting first reported a position in BSCL in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q3 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Carolinas Wealth Consulting reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Carolinas Wealth Consulting sold 792 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $17K.
Carolinas Wealth Consulting first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Carolinas Wealth Consulting's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $17K in Q3 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.