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

Kingsview 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
2020 Q1	–	Sell	-25,406	Closed	-$540K	–	588
2019 Q4	$540K	Buy	25,406 +992	+4%	+$21.1K	0.07%	271
2019 Q3	$519K	Sell	24,414 -1,809	-7%	-$38.4K	0.08%	247
2019 Q2	$556K	Sell	26,223 -1,324	-5%	-$27.9K	0.09%	231
2019 Q1	$579K	Sell	27,547 -1,091	-4%	-$22.8K	0.09%	243
2018 Q4	$594K	Sell	28,638 -787	-3%	-$16.3K	0.13%	194
2018 Q3	$610K	Buy	29,425 +353	+1%	+$7.33K	0.12%	207
2018 Q2	$603K	Sell	29,072 -241	-0.8%	-$5K	0.14%	176
2018 Q1	$610K	Sell	29,313 -3,755	-11%	-$78.5K	0.15%	177
2017 Q4	$699K	Buy	33,068 +857	+3%	+$18.2K	0.25%	127
2017 Q3	$688K	Sell	32,211 -1,195	-4%	-$25.5K	0.3%	103
2017 Q2	$712K	Sell	33,406 -409	-1%	-$8.7K	0.37%	89
2017 Q1	$715K	Buy	+33,815	New	+$713K	0.42%	78

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

Kingsview Wealth Management's BSCL Position: Q1 2020 in Review

Kingsview Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2020, closing a stake of 25,406 shares — an estimated $540K sold.

Kingsview Wealth Management first reported a position in BSCL in Q1 2017 and held it in 12 quarters. The position peaked at $715K in Q1 2017. 270 funds tracked by Wall St. Rank hold BSCL as of Q1 2020.

Kingsview Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Kingsview Wealth Management sold 25,406 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2020, an estimated $540K.
Kingsview Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2017 and held it in 12 quarters.
Kingsview Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $715K in Q1 2017.
270 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2020.

Based on Kingsview Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.