HWA
BSCL

HHM Wealth Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

HHM Wealth Advisors’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
Q4 		– Sell
-5,450
Closed -$115K – 717
2021
Q3 		$115K Sell
5,450
-2,346
-30% -$49.5K 0.03% 189
2021
Q2 		$164K Sell
7,796
-6,845
-47% -$145K 0.04% 156
2021
Q1 		$309K Sell
14,641
-1,000
-6% -$21.2K 0.1% 87
2020
Q4 		$332K Sell
15,641
-1,055
-6% -$22.5K 0.11% 69
2020
Q3 		$356K Sell
16,696
-2,250
-12% -$48.1K 0.14% 57
2020
Q2 		$405K Buy
18,946
+285
+2% +$6.07K 0.17% 47
2020
Q1 		$391K Sell
18,661
-2,214
-11% -$46.7K 0.19% 46
2019
Q4 		$443K Hold
20,875
– – 0.21% 48
2019
Q3 		$444K Hold
20,875
– – 0.25% 42
2019
Q2 		$442K Buy
20,875
+2,265
+12% +$47.7K 0.26% 39
2019
Q1 		$391K Sell
18,610
-250
-1% -$5.22K 0.25% 38
2018
Q4 		$391K Buy
+18,860
New +$390K 0.29% 33

Other funds holding BSCL

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

HHM Wealth Advisors's BSCL Position: Q4 2021 in Review

HHM Wealth Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 5,450 shares — an estimated $115K sold.

HHM Wealth Advisors first reported a position in BSCL in Q4 2018 and held it in 12 quarters. The position peaked at $444K in Q3 2019. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

  • HHM Wealth Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • HHM Wealth Advisors sold 5,450 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $115K.
  • HHM Wealth Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2018 and held it in 12 quarters.
  • HHM Wealth Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $444K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on HHM Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.