Moisand Fitzgerald Tamayo’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	–	Sell	-345	Closed	-$7K	–	437
2021 Q1	$7K	Hold	345	–	–	﹤0.01%	245
2020 Q4	$7K	Hold	345	–	–	﹤0.01%	248
2020 Q3	$7K	Hold	345	–	–	﹤0.01%	225
2020 Q2	$7K	Buy	+345	New	+$7.35K	﹤0.01%	212

Other funds holding BSCL

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BSCL Position: Q2 2021 in Review

Moisand Fitzgerald Tamayo sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2021, closing a stake of 345 shares — an estimated $7K sold.

Moisand Fitzgerald Tamayo first reported a position in BSCL in Q2 2020 and held it in 4 quarters. The position peaked at $7K in Q1 2021. 281 funds tracked by Wall St. Rank hold BSCL as of Q2 2021.

Moisand Fitzgerald Tamayo reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 345 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2021, an estimated $7K.
Moisand Fitzgerald Tamayo first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $7K in Q1 2021.
281 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2021.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2021, filed 3 Aug 2021.