EWM
BSCL

Edge Wealth Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Edge Wealth 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
2021
Q4 		– Sell
-92,344
Closed -$1.95M – 553
2021
Q3 		$1.95M Hold
92,344
– – 0.38% 46
2021
Q2 		$1.95M Hold
92,344
– – 0.4% 44
2021
Q1 		$1.95M Sell
92,344
-20,261
-18% -$429K 0.41% 45
2020
Q4 		$2.39M Sell
112,605
-2,436
-2% -$51.8K 0.54% 40
2020
Q3 		$2.45M Sell
115,041
-535,724
-82% -$11.4M 0.56% 43
2020
Q2 		$13.9M Buy
650,765
+105,670
+19% +$2.25M 2.64% 8
2020
Q1 		$11.4M Sell
545,095
-11,470
-2% -$242K 2.48% 10
2019
Q4 		$11.8M Buy
556,565
+26,945
+5% +$573K 2.36% 14
2019
Q3 		$11.3M Sell
529,620
-17,120
-3% -$363K 2.59% 12
2019
Q2 		$11.6M Buy
+546,740
New +$11.5M 2.57% 11

Other funds holding BSCL

Thrivent Financial for Lutherans
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

Edge Wealth Management's BSCL Position: Q4 2021 in Review

Edge Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 92,344 shares — an estimated $1.95M sold.

Edge Wealth Management first reported a position in BSCL in Q2 2019 and held it in 10 quarters. The position peaked at $13.9M in Q2 2020. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

  • Edge Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Edge Wealth Management sold 92,344 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $1.95M.
  • Edge Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2019 and held it in 10 quarters.
  • Edge Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $13.9M in Q2 2020.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Edge Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.