IWP
BSCL

Innova Wealth Partners’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Innova Wealth Partners’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
Q3 		– Sell
-14,287
Closed -$301K – 69
2021
Q2 		$301K Buy
14,287
+10
+0.1% +$211 0.24% 49
2021
Q1 		$302K Sell
14,277
-1,475
-9% -$31.2K 0.26% 45
2020
Q4 		$334K Buy
+15,752
New +$335K 0.31% 42

Other funds holding BSCL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Innova Wealth Partners's BSCL Position: Q3 2021 in Review

Innova Wealth Partners sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2021, closing a stake of 14,287 shares — an estimated $301K sold.

Innova Wealth Partners first reported a position in BSCL in Q4 2020 and held it in 3 quarters. The position peaked at $334K in Q4 2020. 260 funds tracked by Wall St. Rank hold BSCL as of Q3 2021.

  • Innova Wealth Partners reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Innova Wealth Partners sold 14,287 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2021, an estimated $301K.
  • Innova Wealth Partners first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Innova Wealth Partners's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $334K in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2021.

Based on Innova Wealth Partners's 13F filing for Q3 2021, filed 28 Oct 2021.