Kabarec Financial Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Kabarec Financial 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
2018 Q2	$1.12M	Sell	53,785 -4,960	-8%	-$103K	0.85%	23
2018 Q1	$1.22M	Buy	+58,745	New	+$1.23M	0.77%	24

Other funds holding BSCL

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

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

MFWM

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

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Kabarec Financial Advisors's BSCL Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its Invesco BulletShares 2021 Corporate Bond ETF (BSCL) stake by 8.4% in Q2 2018, selling an estimated $103K and leaving 53,785 shares worth $1.12M. The position accounts for 0.85% of the portfolio, ranked #23.

Kabarec Financial Advisors first reported a position in BSCL in Q1 2018 and has held it in 2 quarters since. The position peaked at $1.22M in Q1 2018. 162 funds tracked by Wall St. Rank hold BSCL as of Q2 2018.

Kabarec Financial Advisors held 53,785 shares of Invesco BulletShares 2021 Corporate Bond ETF worth $1.12M as of Q2 2018.
Kabarec Financial Advisors sold 4,960 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2018, an estimated $103K.
Invesco BulletShares 2021 Corporate Bond ETF made up 0.85% of Kabarec Financial Advisors's portfolio in Q2 2018, its #23 holding.
Kabarec Financial Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2018 and has held it in 2 quarters since.
Kabarec Financial Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $1.22M in Q1 2018.
162 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.