GWAM
BSCL

Guardian Wealth Advisors (Minnesota)’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
-12,509
Closed -$264K – 67
2021
Q2 		$264K Sell
12,509
-20,708
-62% -$437K 0.23% 57
2021
Q1 		$702K Sell
33,217
-16,657
-33% -$353K 0.65% 26
2020
Q4 		$1.06M Buy
+49,874
New +$1.06M 1.05% 18

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

Guardian Wealth Advisors (Minnesota)'s BSCL Position: Q3 2021 in Review

Guardian Wealth Advisors (Minnesota) sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2021, closing a stake of 12,509 shares — an estimated $264K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in BSCL in Q4 2020 and held it in 3 quarters. The position peaked at $1.06M in Q4 2020. 260 funds tracked by Wall St. Rank hold BSCL as of Q3 2021.

  • Guardian Wealth Advisors (Minnesota) reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 12,509 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2021, an estimated $264K.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Guardian Wealth Advisors (Minnesota)'s Invesco BulletShares 2021 Corporate Bond ETF position peaked at $1.06M in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2021.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q3 2021, filed 10 Nov 2021.