Sargent Bickham Lagudis’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Sargent Bickham Lagudis’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 Q4	–	Sell	-63,201	Closed	-$1.33M	–	1049
2021 Q3	$1.33M	Sell	63,201 -1,194	-2%	-$25.2K	0.11%	116
2021 Q2	$1.36M	Buy	64,395 +1,938	+3%	+$40.9K	0.11%	115
2021 Q1	$1.32M	Sell	62,457 -3,026	-5%	-$64K	0.12%	113
2020 Q4	$1.39M	Sell	65,483 -4,771	-7%	-$102K	0.13%	106
2020 Q3	$1.5M	Sell	70,254 -9,999	-12%	-$214K	0.15%	96
2020 Q2	$1.72M	Hold	80,253	–	–	0.18%	93
2020 Q1	$1.68M	Hold	80,253	–	–	0.22%	89
2019 Q4	$1.71M	Hold	80,253	–	–	0.19%	93
2019 Q3	$1.71M	Hold	80,253	–	–	0.21%	89
2019 Q2	$1.7M	Sell	80,253 -946	-1%	-$19.9K	0.2%	90
2019 Q1	$1.71M	Buy	81,199 +39,952	+97%	+$835K	0.2%	96
2018 Q4	$856K	Buy	41,247 +2,648	+7%	+$54.8K	0.11%	120
2018 Q3	$801K	Hold	38,599	–	–	0.1%	125
2018 Q2	$801K	Sell	38,599 -27,733	-42%	-$575K	0.1%	123
2018 Q1	$1.38M	Sell	66,332 -702	-1%	-$14.7K	0.17%	96
2017 Q4	$1.42M	Hold	67,034	–	–	0.17%	107
2017 Q3	$1.43M	Hold	67,034	–	–	0.18%	109
2017 Q2	$1.43M	Hold	67,034	–	–	0.18%	105
2017 Q1	$1.42M	Hold	67,034	–	–	0.18%	108
2016 Q4	$1.41M	Hold	67,034	–	–	0.22%	104
2016 Q3	$1.45K	Hold	67,034	–	–	0.22%	102
2016 Q2	$1.44M	Hold	67,034	–	–	0.22%	100
2016 Q1	$1.42M	Buy	+67,034	New	+$1.39M	0.23%	95

Other funds holding BSCL

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FCB

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

Sargent Bickham Lagudis's BSCL Position: Q4 2021 in Review

Sargent Bickham Lagudis sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 63,201 shares — an estimated $1.33M sold.

Sargent Bickham Lagudis first reported a position in BSCL in Q1 2016 and held it in 23 quarters. The position peaked at $1.72M in Q2 2020. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Sargent Bickham Lagudis reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Sargent Bickham Lagudis sold 63,201 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $1.33M.
Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2016 and held it in 23 quarters.
Sargent Bickham Lagudis's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $1.72M in Q2 2020.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2021, filed 18 Jan 2022.