DC
BSCL

Derby & Company’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Derby & Company’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
Q1 		– Sell
-39,638
Closed -$842K – 60
2019
Q4 		$842K Buy
+39,638
New +$843K 0.31% 27

Other funds holding BSCL

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
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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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Derby & Company's BSCL Position: Q1 2020 in Review

Derby & Company sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2020, closing a stake of 39,638 shares — an estimated $842K sold.

Derby & Company first reported a position in BSCL in Q4 2019 and held it in 1 quarter. The position peaked at $842K in Q4 2019. 270 funds tracked by Wall St. Rank hold BSCL as of Q1 2020.

  • Derby & Company reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Derby & Company sold 39,638 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2020, an estimated $842K.
  • Derby & Company first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Derby & Company's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $842K in Q4 2019.
  • 270 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2020.

Based on Derby & Company's 13F filing for Q1 2020, filed 28 Apr 2020.