MCC
BSCL

Money Concepts Capital’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Money Concepts Capital’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
Q1 		$167K Sell
7,883
-151
-2% -$3.2K 0.01% 478
2020
Q4 		$170K Buy
+8,034
New +$171K 0.02% 427

Other funds holding BSCL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Concepts Capital's BSCL Position: Q1 2021 in Review

Money Concepts Capital reduced its Invesco BulletShares 2021 Corporate Bond ETF (BSCL) stake by 1.9% in Q1 2021, selling an estimated $3.2K and leaving 7,883 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #478.

Money Concepts Capital first reported a position in BSCL in Q4 2020 and has held it in 2 quarters since. The position peaked at $170K in Q4 2020. 296 funds tracked by Wall St. Rank hold BSCL as of Q1 2021.

  • Money Concepts Capital held 7,883 shares of Invesco BulletShares 2021 Corporate Bond ETF worth $167K as of Q1 2021.
  • Money Concepts Capital sold 151 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2021, an estimated $3.2K.
  • Invesco BulletShares 2021 Corporate Bond ETF made up 0.01% of Money Concepts Capital's portfolio in Q1 2021, its #478 holding.
  • Money Concepts Capital first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2020 and has held it in 2 quarters since.
  • Money Concepts Capital's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $170K in Q4 2020.
  • 296 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2021.

Based on Money Concepts Capital's 13F filing for Q1 2021, filed 17 May 2021.