Legacy Financial Group (Iowa)
BSCL

Legacy Financial Group (Iowa)’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Legacy Financial Group (Iowa)’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
Q2 		– Sell
-22,306
Closed -$471K – 72
2021
Q1 		$471K Sell
22,306
-7,646
-26% -$162K 0.16% 51
2020
Q4 		$635K Buy
+29,952
New +$637K 0.24% 43

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Lido Advisors
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Wells Fargo
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
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ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BSCL Position: Q2 2021 in Review

Legacy Financial Group (Iowa) sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2021, closing a stake of 22,306 shares — an estimated $471K sold.

Legacy Financial Group (Iowa) first reported a position in BSCL in Q4 2020 and held it in 2 quarters. The position peaked at $635K in Q4 2020. 281 funds tracked by Wall St. Rank hold BSCL as of Q2 2021.

  • Legacy Financial Group (Iowa) reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 22,306 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2021, an estimated $471K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Legacy Financial Group (Iowa)'s Invesco BulletShares 2021 Corporate Bond ETF position peaked at $635K in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2021.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2021, filed 20 Jul 2021.