PIA
BSCL

Perennial Investment Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Perennial Investment Advisors’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
-10,262
Closed -$219K – 161
2020
Q2 		$219K Hold
10,262
– – 0.15% 115
2020
Q1 		$215K Hold
10,262
– – 0.19% 105
2019
Q4 		$218K Buy
+10,262
New +$218K 0.17% 117

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 $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

Perennial Investment Advisors's BSCL Position: Q3 2020 in Review

Perennial Investment Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2020, closing a stake of 10,262 shares — an estimated $219K sold.

Perennial Investment Advisors first reported a position in BSCL in Q4 2019 and held it in 3 quarters. The position peaked at $219K in Q2 2020. 268 funds tracked by Wall St. Rank hold BSCL as of Q3 2020.

  • Perennial Investment Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Perennial Investment Advisors sold 10,262 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2020, an estimated $219K.
  • Perennial Investment Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Perennial Investment Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $219K in Q2 2020.
  • 268 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2020.

Based on Perennial Investment Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.