Financial Architects (New Jersey)’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Financial Architects (New Jersey)’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-575	Closed	-$13K	–	331
2020 Q2	$13K	Hold	575	–	–	﹤0.01%	608
2020 Q1	$11K	Hold	575	–	–	﹤0.01%	596
2019 Q4	$12K	Hold	575	–	–	﹤0.01%	645
2019 Q3	$12K	Hold	575	–	–	﹤0.01%	696
2019 Q2	$12K	Buy	+575	New	+$11.5K	﹤0.01%	844

Other funds holding BSCR

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Financial Architects (New Jersey)'s BSCR Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2020, closing a stake of 575 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in BSCR in Q2 2019 and held it in 5 quarters. The position peaked at $13K in Q2 2020. 64 funds tracked by Wall St. Rank hold BSCR as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 575 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2020, an estimated $13K.
Financial Architects (New Jersey) first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2019 and held it in 5 quarters.
Financial Architects (New Jersey)'s Invesco BulletShares 2027 Corporate Bond ETF position peaked at $13K in Q2 2020.
64 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.