Financial Gravity Asset Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Financial Gravity Asset 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
2019 Q4	–	Sell	-598	Closed	-$13K	–	1789
2019 Q3	$13K	Buy	598 +17	+3%	+$361	0.01%	559
2019 Q2	$12K	Sell	581 -62	-10%	-$1.31K	0.01%	568
2019 Q1	$14K	Buy	+643	New	+$13.4K	0.01%	501
2018 Q3	$13K	Sell	630 -331	-34%	-$6.87K	0.01%	536
2018 Q2	$20K	Buy	961 +340	+55%	+$7.05K	0.02%	473
2018 Q1	$13K	Buy	+621	New	+$13K	0.01%	555

Other funds holding BSCL

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Financial Gravity Asset Management's BSCL Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2019, closing a stake of 598 shares — an estimated $13K sold.

Financial Gravity Asset Management first reported a position in BSCL in Q1 2018 and held it in 6 quarters. The position peaked at $20K in Q2 2018. 264 funds tracked by Wall St. Rank hold BSCL as of Q4 2019.

Financial Gravity Asset Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 598 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2019, an estimated $13K.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $20K in Q2 2018.
264 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.