GWAG
BSCL

Garrett Wealth Advisory Group’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Garrett Wealth Advisory Group’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
-4,834
Closed -$103K – 709
2019
Q3 		$103K Buy
+4,834
New +$103K 0.07% 84

Other funds holding BSCL

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
IF
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

Garrett Wealth Advisory Group's BSCL Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2019, closing a stake of 4,834 shares — an estimated $103K sold.

Garrett Wealth Advisory Group first reported a position in BSCL in Q3 2019 and held it in 1 quarter. The position peaked at $103K in Q3 2019. 264 funds tracked by Wall St. Rank hold BSCL as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 4,834 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2019, an estimated $103K.
  • Garrett Wealth Advisory Group first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $103K in Q3 2019.
  • 264 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.