Klingman & Associates’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Klingman & Associates’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 Q3	–	Sell	-14,991	Closed	-$320K	–	144
2020 Q2	$320K	Hold	14,991	–	–	0.05%	101
2020 Q1	$314K	Buy	14,991 +800	+6%	+$16.9K	0.06%	95
2019 Q4	$301K	Hold	14,191	–	–	0.05%	108
2019 Q3	$302K	Buy	14,191 +750	+6%	+$15.9K	0.05%	95
2019 Q2	$285K	Hold	13,441	–	–	0.05%	97
2019 Q1	$283K	Hold	13,441	–	–	0.06%	99
2018 Q4	$279K	Buy	13,441 +1,450	+12%	+$30K	0.06%	93
2018 Q3	$249K	Hold	11,991	–	–	0.05%	98
2018 Q2	$249K	Buy	+11,991	New	+$249K	0.05%	92
2016 Q4	–	Sell	-8,350	Closed	-$180K	–	337
2016 Q3	$180K	Hold	8,350	–	–	0.05%	101
2016 Q2	$180K	Buy	8,350 +7,350	+735%	+$156K	0.06%	102
2016 Q1	$21K	Buy	+1,000	New	+$20.7K	0.01%	253

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

ACA

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

SEIA

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

MFWM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Klingman & Associates's BSCL Position: Q3 2020 in Review

Klingman & Associates sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2020, closing a stake of 14,991 shares — an estimated $320K sold.

Klingman & Associates first reported a position in BSCL in Q1 2016 and held it in 12 quarters. The position peaked at $320K in Q2 2020. 268 funds tracked by Wall St. Rank hold BSCL as of Q3 2020.

Klingman & Associates reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Klingman & Associates sold 14,991 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2020, an estimated $320K.
Klingman & Associates first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2016 and held it in 12 quarters.
Klingman & Associates's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $320K in Q2 2020.
268 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2020.

Based on Klingman & Associates's 13F filing for Q3 2020, filed 3 Nov 2020.