HSA
BSCL

HBK Sorce Advisory’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

HBK Sorce Advisory’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
2019
Q3 		– Sell
-14,340
Closed -$304K – 426
2019
Q2 		$304K Hold
14,340
– – 0.03% 321
2019
Q1 		$302K Buy
+14,340
New +$300K 0.03% 335

Other funds holding BSCL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

HBK Sorce Advisory's BSCL Position: Q3 2019 in Review

HBK Sorce Advisory sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2019, closing a stake of 14,340 shares — an estimated $304K sold.

HBK Sorce Advisory first reported a position in BSCL in Q1 2019 and held it in 2 quarters. The position peaked at $304K in Q2 2019. 226 funds tracked by Wall St. Rank hold BSCL as of Q3 2019.

  • HBK Sorce Advisory reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • HBK Sorce Advisory sold 14,340 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2019, an estimated $304K.
  • HBK Sorce Advisory first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2019 and held it in 2 quarters.
  • HBK Sorce Advisory's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $304K in Q2 2019.
  • 226 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2019.

Based on HBK Sorce Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.