Sequoia Financial Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Sequoia Financial Advisors’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
2020 Q1	–	Sell	-9,960	Closed	-$212K	–	425
2019 Q4	$212K	Buy	+9,960	New	+$212K	0.01%	357
2019 Q3	–	Sell	-9,960	Closed	-$211K	–	396
2019 Q2	$211K	Hold	9,960	–	–	0.02%	344
2019 Q1	$209K	Buy	+9,960	New	+$208K	0.02%	340

Other funds holding BSCL

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

BCM

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

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

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

SEIA

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

ACA

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

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

MFWM

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Sequoia Financial Advisors's BSCL Position: Q1 2020 in Review

Sequoia Financial Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2020, closing a stake of 9,960 shares — an estimated $212K sold.

Sequoia Financial Advisors first reported a position in BSCL in Q1 2019 and held it in 3 quarters. The position peaked at $212K in Q4 2019. 270 funds tracked by Wall St. Rank hold BSCL as of Q1 2020.

Sequoia Financial Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Sequoia Financial Advisors sold 9,960 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2020, an estimated $212K.
Sequoia Financial Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
Sequoia Financial Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $212K in Q4 2019.
270 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2020.

Based on Sequoia Financial Advisors's 13F filing for Q1 2020, filed 11 May 2020.