PMFA
BSCL

Plante Moran Financial Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Plante Moran Financial 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
Q2 		– Sell
-99
Closed -$2K – 886
2020
Q1 		$2K Buy
+99
New +$2.09K ﹤0.01% 670

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Plante Moran Financial Advisors's BSCL Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2020, closing a stake of 99 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in BSCL in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 267 funds tracked by Wall St. Rank hold BSCL as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 99 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2020, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $2K in Q1 2020.
  • 267 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.