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Private Vista’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Private Vista’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
2020
Q2 		$2.94M Sell
134,842
-10,547
-7% -$223K 1.42% 19
2020
Q1 		$2.88M Buy
+145,389
New +$3.02M 1.09% 22

Other funds holding BSCR

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Private Vista's BSCR Position: Q2 2020 in Review

Private Vista reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 7.3% in Q2 2020, selling an estimated $223K and leaving 134,842 shares worth $2.94M. The position accounts for 1.42% of the portfolio, ranked #19.

Private Vista first reported a position in BSCR in Q1 2020 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold BSCR as of Q2 2020.

  • Private Vista held 134,842 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $2.94M as of Q2 2020.
  • Private Vista sold 10,547 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2020, an estimated $223K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 1.42% of Private Vista's portfolio in Q2 2020, its #19 holding.
  • Private Vista first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2020 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.