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Harfst & Associates’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Harfst & Associates’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-22,500
Closed -$486K – 136
2021
Q1 		$486K Hold
22,500
– – 0.15% 110
2020
Q4 		$503K Hold
22,500
– – 0.18% 90
2020
Q3 		$494K Buy
+22,500
New +$496K 0.21% 76

Other funds holding BSCR

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Harfst & Associates's BSCR Position: Q2 2021 in Review

Harfst & Associates sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2021, closing a stake of 22,500 shares — an estimated $486K sold.

Harfst & Associates first reported a position in BSCR in Q3 2020 and held it in 3 quarters. The position peaked at $503K in Q4 2020. 78 funds tracked by Wall St. Rank hold BSCR as of Q2 2021.

  • Harfst & Associates reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Harfst & Associates sold 22,500 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2021, an estimated $486K.
  • Harfst & Associates first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Harfst & Associates's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $503K in Q4 2020.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2021.

Based on Harfst & Associates's 13F filing for Q2 2021, filed 11 Aug 2021.