Robertson Stephens Wealth Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Robertson Stephens Wealth Management’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 Q1	–	Sell	-9,841	Closed	-$208K	–	301
2020 Q4	$208K	Hold	9,841	–	–	0.04%	241
2020 Q3	$209K	Buy	+9,841	New	+$210K	0.05%	226

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MFWM

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

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

Robertson Stephens Wealth Management's BSCL Position: Q1 2021 in Review

Robertson Stephens Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2021, closing a stake of 9,841 shares — an estimated $208K sold.

Robertson Stephens Wealth Management first reported a position in BSCL in Q3 2020 and held it in 2 quarters. The position peaked at $209K in Q3 2020. 296 funds tracked by Wall St. Rank hold BSCL as of Q1 2021.

Robertson Stephens Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Robertson Stephens Wealth Management sold 9,841 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2021, an estimated $208K.
Robertson Stephens Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
Robertson Stephens Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $209K in Q3 2020.
296 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2021.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.