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

Lee Financial’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 Q4	–	Sell	-1,960	Closed	-$41K	–	973
2021 Q3	$41K	Hold	1,960	–	–	0.01%	252
2021 Q2	$41K	Buy	+1,960	New	+$41.4K	0.01%	251

Other funds holding BSCL

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FCB

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

Lee Financial's BSCL Position: Q4 2021 in Review

Lee Financial sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 1,960 shares — an estimated $41K sold.

Lee Financial first reported a position in BSCL in Q2 2021 and held it in 2 quarters. The position peaked at $41K in Q3 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Lee Financial reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Lee Financial sold 1,960 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $41K.
Lee Financial first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
Lee Financial's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $41K in Q3 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Lee Financial's 13F filing for Q4 2021, filed 8 Feb 2022.