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

Souders 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
2021 Q2	–	Sell	-103,243	Closed	-$2.18M	–	135
2021 Q1	$2.18M	Buy	103,243 +3,614	+4%	+$76.5K	0.85%	40
2020 Q4	$2.11M	Buy	99,629 +2,249	+2%	+$47.9K	0.92%	36
2020 Q3	$2.07M	Buy	97,380 +12,140	+14%	+$259K	0.98%	35
2020 Q2	$1.82M	Buy	85,240 +75,602	+784%	+$1.61M	1.04%	33
2020 Q1	$202K	Buy	+9,638	New	+$203K	0.18%	84

Other funds holding BSCL

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

ACA

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

BCM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Souders Financial Advisors's BSCL Position: Q2 2021 in Review

Souders Financial Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2021, closing a stake of 103,243 shares — an estimated $2.18M sold.

Souders Financial Advisors first reported a position in BSCL in Q1 2020 and held it in 5 quarters. The position peaked at $2.18M in Q1 2021. 281 funds tracked by Wall St. Rank hold BSCL as of Q2 2021.

Souders Financial Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Souders Financial Advisors sold 103,243 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2021, an estimated $2.18M.
Souders Financial Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
Souders Financial Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $2.18M in Q1 2021.
281 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2021.

Based on Souders Financial Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.