Lokken Investment Group’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Lokken Investment Group’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	-12,073	Closed	-$255K	–	140
2021 Q3	$255K	Hold	12,073	–	–	0.2%	103
2021 Q2	$255K	Sell	12,073 -198	-2%	-$4.18K	0.21%	102
2021 Q1	$259K	Sell	12,271 -275	-2%	-$5.82K	0.23%	95
2020 Q4	$266K	Buy	+12,546	New	+$267K	0.24%	78

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

Lokken Investment Group's BSCL Position: Q4 2021 in Review

Lokken Investment Group sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 12,073 shares — an estimated $255K sold.

Lokken Investment Group first reported a position in BSCL in Q4 2020 and held it in 4 quarters. The position peaked at $266K in Q4 2020. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Lokken Investment Group reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Lokken Investment Group sold 12,073 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $255K.
Lokken Investment Group first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Lokken Investment Group's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $266K in Q4 2020.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Lokken Investment Group's 13F filing for Q4 2021, filed 7 Feb 2022.