Independent Advisor Alliance’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Independent Advisor Alliance’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
2020 Q1	–	Sell	-42,505	Closed	-$903K	–	918
2019 Q4	$903K	Buy	+42,505	New	+$904K	0.04%	391
2019 Q3	–	Sell	-11,087	Closed	–	–	490
2019 Q2	$0	Hold	11,087	–	–	﹤0.01%	490
2019 Q1	$233K	Buy	+11,087	New	+$232K	0.03%	367
2017 Q2	–	Sell	-227,898	Closed	-$4.83M	–	426
2017 Q1	$4.83M	Buy	+227,898	New	+$4.8M	0.76%	32

Other funds holding BSCL

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

MFWM

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Independent Advisor Alliance's BSCL Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2020, closing a stake of 42,505 shares — an estimated $903K sold.

Independent Advisor Alliance first reported a position in BSCL in Q1 2017 and held it in 4 quarters. The position peaked at $4.83M in Q1 2017. 270 funds tracked by Wall St. Rank hold BSCL as of Q1 2020.

Independent Advisor Alliance reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Independent Advisor Alliance sold 42,505 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2020, an estimated $903K.
Independent Advisor Alliance first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $4.83M in Q1 2017.
270 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.