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

Spire 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	-5,687	Closed	-$120K	–	3034
2021 Q3	$120K	Sell	5,687 -661	-10%	-$13.9K	﹤0.01%	1131
2021 Q2	$134K	Sell	6,348 -1,511	-19%	-$31.9K	﹤0.01%	1084
2021 Q1	$166K	Buy	+7,859	New	+$166K	﹤0.01%	1153

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

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

Spire Wealth Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 5,687 shares — an estimated $120K sold.

Spire Wealth Management first reported a position in BSCL in Q1 2021 and held it in 3 quarters. The position peaked at $166K in Q1 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Spire Wealth Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Spire Wealth Management sold 5,687 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $120K.
Spire Wealth Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $166K in Q1 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.