PWM
BSCL

Paulson Wealth Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Paulson Wealth Management’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
Q3 		– Sell
-10,874
Closed -$229K – 97
2021
Q2 		$229K Sell
10,874
-1,313
-11% -$27.7K 0.11% 80
2021
Q1 		$258K Sell
12,187
-3,838
-24% -$81.2K 0.13% 74
2020
Q4 		$340K Sell
16,025
-164,283
-91% -$3.5M 0.2% 65
2020
Q3 		$3.84M Buy
180,308
+9,496
+6% +$203K 2.48% 10
2020
Q2 		$3.65M Buy
170,812
+8,164
+5% +$174K 2.56% 9
2020
Q1 		$3.46M Buy
162,648
+7,026
+5% +$148K 2.65% 8
2019
Q4 		$3.31M Buy
155,622
+9,285
+6% +$197K 2.34% 7
2019
Q3 		$3.11M Buy
146,337
+4,081
+3% +$86.6K 2.34% 12
2019
Q2 		$3.01M Buy
142,256
+29,586
+26% +$623K 2.24% 11
2019
Q1 		$2.37M Buy
112,670
+13,451
+14% +$281K 1.8% 14
2018
Q4 		$2.06M Buy
+99,219
New +$2.05M 1.7% 12
2018
Q1 		– Sell
-9,191
Closed -$194K – 574
2017
Q4 		$194K Buy
+9,191
New +$195K 0.17% 104

Other funds holding BSCL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Paulson Wealth Management's BSCL Position: Q3 2021 in Review

Paulson Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2021, closing a stake of 10,874 shares — an estimated $229K sold.

Paulson Wealth Management first reported a position in BSCL in Q4 2017 and held it in 12 quarters. The position peaked at $3.84M in Q3 2020. 260 funds tracked by Wall St. Rank hold BSCL as of Q3 2021.

  • Paulson Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Paulson Wealth Management sold 10,874 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2021, an estimated $229K.
  • Paulson Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2017 and held it in 12 quarters.
  • Paulson Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $3.84M in Q3 2020.
  • 260 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2021.

Based on Paulson Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.