MPW
BSCL

Monterey Private Wealth’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Monterey Private Wealth’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
2020
Q1 		– Sell
-11,621
Closed -$247K – 86
2019
Q4 		$247K Buy
+11,621
New +$247K 0.2% 69

Other funds holding BSCL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Monterey Private Wealth's BSCL Position: Q1 2020 in Review

Monterey Private Wealth sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2020, closing a stake of 11,621 shares — an estimated $247K sold.

Monterey Private Wealth first reported a position in BSCL in Q4 2019 and held it in 1 quarter. The position peaked at $247K in Q4 2019. 270 funds tracked by Wall St. Rank hold BSCL as of Q1 2020.

  • Monterey Private Wealth reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Monterey Private Wealth sold 11,621 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2020, an estimated $247K.
  • Monterey Private Wealth first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Monterey Private Wealth's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $247K in Q4 2019.
  • 270 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2020.

Based on Monterey Private Wealth's 13F filing for Q1 2020, filed 24 Feb 2021.