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

Creative Planning’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	-50,074	Closed	-$1.06M	–	2259
2021 Q3	$1.06M	Sell	50,074 -3,205	-6%	-$67.6K	﹤0.01%	924
2021 Q2	$1.13M	Buy	+53,279	New	+$1.13M	﹤0.01%	887
2015 Q4	–	Sell	-3,601	Closed	-$75K	–	4655
2015 Q3	$75K	Buy	+3,601	New	+$74.8K	﹤0.01%	1765

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

Creative Planning's BSCL Position: Q4 2021 in Review

Creative Planning sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 50,074 shares — an estimated $1.06M sold.

Creative Planning first reported a position in BSCL in Q3 2015 and held it in 3 quarters. The position peaked at $1.13M in Q2 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Creative Planning reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Creative Planning sold 50,074 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $1.06M.
Creative Planning first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2015 and held it in 3 quarters.
Creative Planning's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $1.13M in Q2 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.