Sharkey, Howes & Javer’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Sharkey, Howes & Javer’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
2017 Q2	–	Sell	-4,290	Closed	-$91K	–	237
2017 Q1	$91K	Hold	4,290	–	–	0.05%	62
2016 Q4	$90K	Hold	4,290	–	–	0.05%	62
2016 Q3	$93K	Sell	4,290 -2,434	-36%	-$52.5K	0.06%	61
2016 Q2	$145K	Buy	6,724 +2,342	+53%	+$49.8K	0.09%	47
2016 Q1	$93K	Buy	4,382 +1,948	+80%	+$40.2K	0.07%	61
2015 Q4	$50K	Buy	+2,434	New	+$50.5K	0.03%	92

Other funds holding BSCL

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

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

Bank of America

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

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return