EK
BSCL

Evensky & Katz’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Evensky & Katz’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
Q2 		– Sell
-760
Closed -$16K – 103
2020
Q1 		$16K Buy
+760
New +$16K ﹤0.01% 92
2019
Q3 		– Sell
-13,486
Closed -$286K – 113
2019
Q2 		$286K Buy
13,486
+2,918
+28% +$61.5K 0.04% 75
2019
Q1 		$222K Buy
+10,568
New +$221K 0.03% 77

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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Evensky & Katz's BSCL Position: Q2 2020 in Review

Evensky & Katz sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2020, closing a stake of 760 shares — an estimated $16K sold.

Evensky & Katz first reported a position in BSCL in Q1 2019 and held it in 3 quarters. The position peaked at $286K in Q2 2019. 267 funds tracked by Wall St. Rank hold BSCL as of Q2 2020.

  • Evensky & Katz reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Evensky & Katz sold 760 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2020, an estimated $16K.
  • Evensky & Katz first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Evensky & Katz's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $286K in Q2 2019.
  • 267 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2020.

Based on Evensky & Katz's 13F filing for Q2 2020, filed 5 Aug 2020.