GWM
BSCL

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

GSB 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
2021
Q3 		– Sell
-30,000
Closed -$633K – 224
2021
Q2 		$633K Sell
30,000
-90,840
-75% -$1.92M 0.2% 138
2021
Q1 		$2.55M Buy
+120,840
New +$2.56M 0.85% 34

Other funds holding BSCL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GSB Wealth Management's BSCL Position: Q3 2021 in Review

GSB Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2021, closing a stake of 30,000 shares — an estimated $633K sold.

GSB Wealth Management first reported a position in BSCL in Q1 2021 and held it in 2 quarters. The position peaked at $2.55M in Q1 2021. 260 funds tracked by Wall St. Rank hold BSCL as of Q3 2021.

  • GSB Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • GSB Wealth Management sold 30,000 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2021, an estimated $633K.
  • GSB Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • GSB Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $2.55M in Q1 2021.
  • 260 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2021.

Based on GSB Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.