Comprehensive Financial Consultants Institutional’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio BSCU Stock Details BSCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-751	Closed	-$13K	–	187
2021 Q4	$13K	Buy	+751	New	+$14.6K	0.01%	322

Other funds holding BSCU

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's BSCU Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q1 2022, closing a stake of 751 shares — an estimated $13K sold.

Comprehensive Financial Consultants Institutional first reported a position in BSCU in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 30 funds tracked by Wall St. Rank hold BSCU as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 751 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2022, an estimated $13K.
Comprehensive Financial Consultants Institutional first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $13K in Q4 2021.
30 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.