FI
BSCL

FormulaFolio Investments’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-1,342,239
Closed -$28.5M – 851
2020
Q4 		$28.5M Buy
+1,342,239
New +$28.6M 0.6% 46

Other funds holding BSCL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments's BSCL Position: Q1 2021 in Review

FormulaFolio Investments sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2021, closing a stake of 1,342,239 shares — an estimated $28.5M sold.

FormulaFolio Investments first reported a position in BSCL in Q4 2020 and held it in 1 quarter. The position peaked at $28.5M in Q4 2020. 296 funds tracked by Wall St. Rank hold BSCL as of Q1 2021.

  • FormulaFolio Investments reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 1,342,239 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2021, an estimated $28.5M.
  • FormulaFolio Investments first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $28.5M in Q4 2020.
  • 296 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.