LWA
BSCL

Lineweaver Wealth Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Lineweaver Wealth 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
2020
Q4 		– Sell
-28,763
Closed -$613K – 101
2020
Q3 		$613K Buy
28,763
+47
+0.2% +$1K 0.27% 41
2020
Q2 		$613K Sell
28,716
-644
-2% -$13.7K 0.31% 36
2020
Q1 		$615K Buy
29,360
+134
+0.5% +$2.83K 0.39% 33
2019
Q4 		$620K Buy
+29,226
New +$621K 0.35% 31

Other funds holding BSCL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
IF
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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lineweaver Wealth Advisors's BSCL Position: Q4 2020 in Review

Lineweaver Wealth Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2020, closing a stake of 28,763 shares — an estimated $613K sold.

Lineweaver Wealth Advisors first reported a position in BSCL in Q4 2019 and held it in 4 quarters. The position peaked at $620K in Q4 2019. 301 funds tracked by Wall St. Rank hold BSCL as of Q4 2020.

  • Lineweaver Wealth Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 28,763 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2020, an estimated $613K.
  • Lineweaver Wealth Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • Lineweaver Wealth Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $620K in Q4 2019.
  • 301 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2020.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.