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Moisand Fitzgerald Tamayo’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-220
Closed -$5K – 406
2021
Q1 		$5K Hold
220
– – ﹤0.01% 256
2020
Q4 		$5K Hold
220
– – ﹤0.01% 259
2020
Q3 		$5K Hold
220
– – ﹤0.01% 240
2020
Q2 		$5K Buy
+220
New +$4.86K ﹤0.01% 220

Other funds holding BSCS

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2021, closing a stake of 220 shares — an estimated $5K sold.

Moisand Fitzgerald Tamayo first reported a position in BSCS in Q2 2020 and held it in 4 quarters. The position peaked at $5K in Q1 2021. 57 funds tracked by Wall St. Rank hold BSCS as of Q2 2021.

  • Moisand Fitzgerald Tamayo reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 220 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2021, an estimated $5K.
  • Moisand Fitzgerald Tamayo first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $5K in Q1 2021.
  • 57 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2021.

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