Madison Investment Holdings’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Madison Investment Holdings’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
2018 Q4	–	Sell	-51,683	Closed	-$1.07M	–	266
2018 Q3	$1.07M	Buy	51,683 +409	+0.8%	+$8.49K	0.02%	210
2018 Q2	$1.06M	Buy	+51,274	New	+$1.06M	0.02%	202
2018 Q1	–	Sell	-48,488	Closed	-$1.02M	–	264
2017 Q4	$1.02M	Buy	48,488 +2,117	+5%	+$45K	0.02%	208
2017 Q3	$990K	Sell	46,371 -1,994	-4%	-$42.6K	0.02%	210
2017 Q2	$1.03M	Buy	48,365 +23,153	+92%	+$493K	0.02%	204
2017 Q1	$533K	Buy	+25,212	New	+$531K	0.01%	225

Other funds holding BSCL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Madison Investment Holdings's BSCL Position: Q4 2018 in Review

Madison Investment Holdings sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2018, closing a stake of 51,683 shares — an estimated $1.07M sold.

Madison Investment Holdings first reported a position in BSCL in Q1 2017 and held it in 6 quarters. The position peaked at $1.07M in Q3 2018. 201 funds tracked by Wall St. Rank hold BSCL as of Q4 2018.

Madison Investment Holdings reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Madison Investment Holdings sold 51,683 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2018, an estimated $1.07M.
Madison Investment Holdings first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2017 and held it in 6 quarters.
Madison Investment Holdings's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $1.07M in Q3 2018.
201 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2018.

Based on Madison Investment Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.