Personal Wealth Partners’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Personal Wealth Partners’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-590	Closed	-$13K	–	119
2021 Q2	$13K	Buy	+590	New	+$12.9K	0.01%	246
2020 Q1	–	Sell	-1,040	Closed	-$22K	–	131
2019 Q4	$22K	Hold	1,040	–	–	0.01%	191
2019 Q3	$22K	Buy	+1,040	New	+$21.6K	0.01%	194

Other funds holding BSCR

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Personal Wealth Partners's BSCR Position: Q3 2021 in Review

Personal Wealth Partners sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2021, closing a stake of 590 shares — an estimated $13K sold.

Personal Wealth Partners first reported a position in BSCR in Q3 2019 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 83 funds tracked by Wall St. Rank hold BSCR as of Q3 2021.

Personal Wealth Partners reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 590 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2021, an estimated $13K.
Personal Wealth Partners first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
Personal Wealth Partners's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $22K in Q4 2019.
83 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.