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Harfst & Associates’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Harfst & Associates’s Portfolio BSCT Stock Details BSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-24,125
Closed -$499K – 138
2021
Q1 		$499K Sell
24,125
-1,375
-5% -$29.2K 0.15% 106
2020
Q4 		$555K Hold
25,500
– – 0.2% 82
2020
Q3 		$546K Buy
+25,500
New +$549K 0.23% 70

Other funds holding BSCT

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

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

Harfst & Associates sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2021, closing a stake of 24,125 shares — an estimated $499K sold.

Harfst & Associates first reported a position in BSCT in Q3 2020 and held it in 3 quarters. The position peaked at $555K in Q4 2020. 37 funds tracked by Wall St. Rank hold BSCT as of Q2 2021.

  • Harfst & Associates reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Harfst & Associates sold 24,125 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2021, an estimated $499K.
  • Harfst & Associates first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Harfst & Associates's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $555K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2021.

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