CFGS
BSCL

Concourse Financial Group Securities’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Concourse Financial Group Securities’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
2019
Q3 		– Sell
-152
Closed -$3.23K – 2241
2019
Q2 		$3K Hold
152
– – ﹤0.01% 1946
2019
Q1 		$3K Buy
+152
New +$3.18K ﹤0.01% 1976

Other funds holding BSCL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Concourse Financial Group Securities's BSCL Position: Q3 2019 in Review

Concourse Financial Group Securities sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2019, closing a stake of 152 shares — an estimated $3.23K sold.

Concourse Financial Group Securities first reported a position in BSCL in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 226 funds tracked by Wall St. Rank hold BSCL as of Q3 2019.

  • Concourse Financial Group Securities reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 152 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2019, an estimated $3.23K.
  • Concourse Financial Group Securities first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2019 and held it in 2 quarters.
  • Concourse Financial Group Securities's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $3K in Q2 2019.
  • 226 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2019.

Based on Concourse Financial Group Securities's 13F filing for Q3 2019, filed 13 Nov 2019.