Global Financial Private Capital’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Global Financial Private Capital’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 Q1	–	Sell	-1,338	Closed	-$28K	–	445
2019 Q4	$28K	Hold	1,338	–	–	﹤0.01%	309
2019 Q3	$28K	Hold	1,338	–	–	﹤0.01%	292
2019 Q2	$28K	Buy	+1,338	New	+$28.2K	﹤0.01%	332
2019 Q1	–	Sell	-12,686	Closed	-$263K	–	397
2018 Q4	$263K	Sell	12,686 -1,597	-11%	-$33K	0.01%	302
2018 Q3	$296K	Buy	+14,283	New	+$297K	0.01%	448

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

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

Global Financial Private Capital's BSCL Position: Q1 2020 in Review

Global Financial Private Capital sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2020, closing a stake of 1,338 shares — an estimated $28K sold.

Global Financial Private Capital first reported a position in BSCL in Q3 2018 and held it in 5 quarters. The position peaked at $296K in Q3 2018. 270 funds tracked by Wall St. Rank hold BSCL as of Q1 2020.

Global Financial Private Capital reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Global Financial Private Capital sold 1,338 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2020, an estimated $28K.
Global Financial Private Capital first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2018 and held it in 5 quarters.
Global Financial Private Capital's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $296K in Q3 2018.
270 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2020.

Based on Global Financial Private Capital's 13F filing for Q1 2020, filed 12 May 2020.