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

Sculati 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 Q4	–	Sell	-39,963	Closed	-$843K	–	123
2021 Q3	$843K	Buy	39,963 +415	+1%	+$8.75K	0.45%	68
2021 Q2	$834K	Buy	39,548 +736	+2%	+$15.5K	0.44%	69
2021 Q1	$820K	Buy	38,812 +17,651	+83%	+$374K	0.47%	63
2020 Q4	$449K	Buy	21,161 +1,075	+5%	+$22.9K	0.29%	76
2020 Q3	$428K	Buy	20,086 +9,419	+88%	+$201K	0.32%	75
2020 Q2	$228K	Sell	10,667 -470	-4%	-$10K	0.19%	91
2020 Q1	$234K	Buy	+11,137	New	+$235K	0.26%	79

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

Sculati Wealth Management's BSCL Position: Q4 2021 in Review

Sculati Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 39,963 shares — an estimated $843K sold.

Sculati Wealth Management first reported a position in BSCL in Q1 2020 and held it in 7 quarters. The position peaked at $843K in Q3 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Sculati Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Sculati Wealth Management sold 39,963 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $843K.
Sculati Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
Sculati Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $843K in Q3 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Sculati Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.