OPS
BSCL

Orion Portfolio Solutions’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-3,354
Closed -$72K – 2294
2020
Q2 		$72K Hold
3,354
– – ﹤0.01% 619
2020
Q1 		$70K Buy
+3,354
New +$70.7K ﹤0.01% 517

Other funds holding BSCL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Orion Portfolio Solutions's BSCL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2020, closing a stake of 3,354 shares — an estimated $72K sold.

Orion Portfolio Solutions first reported a position in BSCL in Q1 2020 and held it in 2 quarters. The position peaked at $72K in Q2 2020. 268 funds tracked by Wall St. Rank hold BSCL as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3,354 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2020, an estimated $72K.
  • Orion Portfolio Solutions first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $72K in Q2 2020.
  • 268 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.