CHAM
BSCL

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

Clear Harbor 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
2020
Q4 		– Sell
-250
Closed -$5.33K – 796
2020
Q3 		$5.33K Buy
+250
New +$5.34K ﹤0.01% 659
2020
Q1 		– Sell
-250
Closed -$5.31K – 763
2019
Q4 		$5.31K Buy
+250
New +$5.31K ﹤0.01% 667

Other funds holding BSCL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Clear Harbor Asset Management's BSCL Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2020, closing a stake of 250 shares — an estimated $5.33K sold.

Clear Harbor Asset Management first reported a position in BSCL in Q4 2019 and held it in 2 quarters. The position peaked at $5.33K in Q3 2020. 301 funds tracked by Wall St. Rank hold BSCL as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 250 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2020, an estimated $5.33K.
  • Clear Harbor Asset Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $5.33K in Q3 2020.
  • 301 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.