IHT Wealth Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

IHT Wealth Management’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	-47,166	Closed	-$999K	–	637
2019 Q2	$999K	Sell	47,166 -536	-1%	-$11.3K	0.15%	156
2019 Q1	$1M	Buy	47,702 +4,430	+10%	+$92.6K	0.17%	149
2018 Q4	$898K	Buy	+43,272	New	+$895K	0.17%	144

Other funds holding BSCL

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

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 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

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

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

IHT Wealth Management's BSCL Position: Q3 2019 in Review

IHT Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2019, closing a stake of 47,166 shares — an estimated $999K sold.

IHT Wealth Management first reported a position in BSCL in Q4 2018 and held it in 3 quarters. The position peaked at $1M in Q1 2019. 226 funds tracked by Wall St. Rank hold BSCL as of Q3 2019.

IHT Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
IHT Wealth Management sold 47,166 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2019, an estimated $999K.
IHT Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
IHT Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $1M in Q1 2019.
226 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2019.

Based on IHT Wealth Management's 13F filing for Q3 2019, filed 15 Nov 2019.