SS
BSCL

Simplicity Solutions’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Simplicity Solutions’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
2019
Q2 		– Sell
-20,429
Closed -$430K – 908
2019
Q1 		$430K Buy
+20,429
New +$427K 0.03% 449

Other funds holding BSCL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Solutions's BSCL Position: Q2 2019 in Review

Simplicity Solutions sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2019, closing a stake of 20,429 shares — an estimated $430K sold.

Simplicity Solutions first reported a position in BSCL in Q1 2019 and held it in 1 quarter. The position peaked at $430K in Q1 2019. 226 funds tracked by Wall St. Rank hold BSCL as of Q2 2019.

  • Simplicity Solutions reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 20,429 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2019, an estimated $430K.
  • Simplicity Solutions first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Simplicity Solutions's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $430K in Q1 2019.
  • 226 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.