Golden State Wealth Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Golden State Wealth 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
2020 Q4	–	Sell	-6,617	Closed	-$141K	–	444
2020 Q3	$141K	Buy	+6,617	New	+$141K	0.05%	229
2020 Q2	–	Sell	-6,617	Closed	-$139K	–	998
2020 Q1	$139K	Buy	+6,617	New	+$139K	0.06%	205
2019 Q4	–	Sell	-6,757	Closed	-$144K	–	1054
2019 Q3	$144K	Hold	6,757	–	–	0.05%	253
2019 Q2	$143K	Hold	6,757	–	–	0.05%	275
2019 Q1	$142K	Buy	+6,757	New	+$141K	0.05%	271

Other funds holding BSCL

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

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

BCM

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

SEIA

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Golden State Wealth Management's BSCL Position: Q4 2020 in Review

Golden State Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2020, closing a stake of 6,617 shares — an estimated $141K sold.

Golden State Wealth Management first reported a position in BSCL in Q1 2019 and held it in 5 quarters. The position peaked at $144K in Q3 2019. 301 funds tracked by Wall St. Rank hold BSCL as of Q4 2020.

Golden State Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 6,617 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2020, an estimated $141K.
Golden State Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $144K in Q3 2019.
301 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.