RIS
BSCL

Retirement Income Solutions’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Retirement Income Solutions’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
2021
Q3 		– Sell
-15,940
Closed -$336K – 102
2021
Q2 		$336K Sell
15,940
-30,642
-66% -$647K 0.11% 77
2021
Q1 		$984K Hold
46,582
– – 0.34% 39
2020
Q4 		$988K Sell
46,582
-4,276
-8% -$91K 0.36% 35
2020
Q3 		$1.08M Hold
50,858
– – 0.48% 33
2020
Q2 		$1.09M Hold
50,858
– – 0.46% 29
2020
Q1 		$1.07M Hold
50,858
– – 0.6% 21
2019
Q4 		$1.08M Sell
50,858
-1,888
-4% -$40.1K 0.45% 25
2019
Q3 		$1.12M Hold
52,746
– – 0.6% 16
2019
Q2 		$1.12M Buy
52,746
+7,147
+16% +$151K 0.6% 16
2019
Q1 		$959K Hold
45,599
– – 0.55% 17
2018
Q4 		$946K Buy
45,599
+3,138
+7% +$64.9K 0.61% 17
2018
Q3 		$881K Buy
42,461
+7,721
+22% +$160K 0.49% 19
2018
Q2 		$721K Buy
34,740
+4,046
+13% +$83.9K 0.44% 19
2018
Q1 		$639K Hold
30,694
– – 0.39% 20
2017
Q4 		$649K Buy
+30,694
New +$653K 0.38% 25

Other funds holding BSCL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Retirement Income Solutions's BSCL Position: Q3 2021 in Review

Retirement Income Solutions sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2021, closing a stake of 15,940 shares — an estimated $336K sold.

Retirement Income Solutions first reported a position in BSCL in Q4 2017 and held it in 15 quarters. The position peaked at $1.12M in Q3 2019. 260 funds tracked by Wall St. Rank hold BSCL as of Q3 2021.

  • Retirement Income Solutions reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Retirement Income Solutions sold 15,940 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2021, an estimated $336K.
  • Retirement Income Solutions first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2017 and held it in 15 quarters.
  • Retirement Income Solutions's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $1.12M in Q3 2019.
  • 260 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2021.

Based on Retirement Income Solutions's 13F filing for Q3 2021, filed 4 Nov 2021.