PPW
BSCL

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

Pasadena 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
Q3 		– Sell
-68,862
Closed -$1.47M – 90
2020
Q2 		$1.47M Buy
68,862
+2,938
+4% +$62.6K 0.56% 22
2020
Q1 		$1.4M Buy
+65,924
New +$1.39M 0.57% 24

Other funds holding BSCL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $14.6B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $6.59M AUM 15.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Pasadena Private Wealth's BSCL Position: Q3 2020 in Review

Pasadena Private Wealth sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2020, closing a stake of 68,862 shares — an estimated $1.47M sold.

Pasadena Private Wealth first reported a position in BSCL in Q1 2020 and held it in 2 quarters. The position peaked at $1.47M in Q2 2020. 268 funds tracked by Wall St. Rank hold BSCL as of Q3 2020.

  • Pasadena Private Wealth reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Pasadena Private Wealth sold 68,862 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2020, an estimated $1.47M.
  • Pasadena Private Wealth first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Pasadena Private Wealth's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $1.47M in Q2 2020.
  • 268 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2020.

Based on Pasadena Private Wealth's 13F filing for Q3 2020, filed 9 Nov 2020.