MHS
BSCL

M Holdings Securities’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

M Holdings Securities’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
Q2 		– Sell
-11,016
Closed -$231K – 244
2020
Q1 		$231K Buy
+11,016
New +$232K 0.03% 226

Other funds holding BSCL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

M Holdings Securities's BSCL Position: Q2 2020 in Review

M Holdings Securities sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2020, closing a stake of 11,016 shares — an estimated $231K sold.

M Holdings Securities first reported a position in BSCL in Q1 2020 and held it in 1 quarter. The position peaked at $231K in Q1 2020. 267 funds tracked by Wall St. Rank hold BSCL as of Q2 2020.

  • M Holdings Securities reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • M Holdings Securities sold 11,016 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2020, an estimated $231K.
  • M Holdings Securities first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • M Holdings Securities's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $231K in Q1 2020.
  • 267 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2020.

Based on M Holdings Securities's 13F filing for Q2 2020, filed 21 Aug 2020.