Proficio Capital Partners’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Proficio Capital Partners’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
2018 Q3	–	Sell	-39,000	Closed	-$809K	–	1326
2018 Q2	$809K	Hold	39,000	–	–	0.33%	58
2018 Q1	$812K	Hold	39,000	–	–	0.24%	69
2017 Q4	$824K	Hold	39,000	–	–	0.27%	69
2017 Q3	$833K	Hold	39,000	–	–	0.34%	64
2017 Q2	$833K	Hold	39,000	–	–	0.35%	62
2017 Q1	$831K	Hold	39,000	–	–	0.36%	69
2016 Q4	$819K	Hold	39,000	–	–	0.35%	63
2016 Q3	$842K	Hold	39,000	–	–	0.49%	61
2016 Q2	$843K	Buy	+39,000	New	+$829K	0.53%	57

Other funds holding BSCL

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

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

MFWM

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

WSTAM

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

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Proficio Capital Partners's BSCL Position: Q3 2018 in Review

Proficio Capital Partners sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2018, closing a stake of 39,000 shares — an estimated $809K sold.

Proficio Capital Partners first reported a position in BSCL in Q2 2016 and held it in 9 quarters. The position peaked at $843K in Q2 2016. 172 funds tracked by Wall St. Rank hold BSCL as of Q3 2018.

Proficio Capital Partners reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Proficio Capital Partners sold 39,000 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2018, an estimated $809K.
Proficio Capital Partners first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2016 and held it in 9 quarters.
Proficio Capital Partners's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $843K in Q2 2016.
172 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2018.

Based on Proficio Capital Partners's 13F filing for Q3 2018, filed 13 Nov 2018.