Measured Wealth Private Client Group’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Measured Wealth Private Client 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
2018 Q4	–	Sell	-1,200	Closed	-$24K	–	782
2018 Q3	$24K	Buy	+1,200	New	+$24.9K	0.01%	498

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

Measured Wealth Private Client Group's BSCL Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2018, closing a stake of 1,200 shares — an estimated $24K sold.

Measured Wealth Private Client Group first reported a position in BSCL in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 201 funds tracked by Wall St. Rank hold BSCL as of Q4 2018.

Measured Wealth Private Client Group reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 1,200 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2018, an estimated $24K.
Measured Wealth Private Client Group first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $24K in Q3 2018.
201 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.