HC Financial Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

HC Financial Advisors’s Portfolio BSCS Stock Details BSCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-573	Closed	-$13K	–	326
2021 Q2	$13K	Hold	573	–	–	0.01%	223
2021 Q1	$13K	Hold	573	–	–	0.01%	225
2020 Q4	$14K	Hold	573	–	–	0.01%	226
2020 Q3	$13K	Hold	573	–	–	0.01%	224
2020 Q2	$13K	Sell	573 -24	-4%	-$530	0.01%	210
2020 Q1	$12K	Buy	+597	New	+$13.1K	0.01%	223

Other funds holding BSCS

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HC Financial Advisors's BSCS Position: Q3 2021 in Review

HC Financial Advisors sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q3 2021, closing a stake of 573 shares — an estimated $13K sold.

HC Financial Advisors first reported a position in BSCS in Q1 2020 and held it in 6 quarters. The position peaked at $14K in Q4 2020. 58 funds tracked by Wall St. Rank hold BSCS as of Q3 2021.

HC Financial Advisors reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
HC Financial Advisors sold 573 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2021, an estimated $13K.
HC Financial Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2020 and held it in 6 quarters.
HC Financial Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $14K in Q4 2020.
58 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.