Squar Milner Financial Services’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-237	Closed	-$4K	–	784
2020 Q1	$4K	Hold	237	–	–	﹤0.01%	631
2019 Q4	$5K	Buy	+237	New	+$5.04K	﹤0.01%	651
2019 Q3	–	Sell	-5,893	Closed	-$125K	–	786
2019 Q2	$125K	Sell	5,893 -334	-5%	-$7.04K	0.08%	238
2019 Q1	$130K	Buy	6,227 +1,076	+21%	+$22.5K	0.1%	223
2018 Q4	$107K	Hold	5,151	–	–	0.1%	216
2018 Q3	$107K	Hold	5,151	–	–	0.1%	235
2018 Q2	$107K	Buy	+5,151	New	+$107K	0.09%	243

Other funds holding BSCL

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

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

ACA

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

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

SEIA

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

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

MFWM

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

SFG

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

Squar Milner Financial Services's BSCL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2020, closing a stake of 237 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in BSCL in Q2 2018 and held it in 7 quarters. The position peaked at $130K in Q1 2019. 267 funds tracked by Wall St. Rank hold BSCL as of Q2 2020.

Squar Milner Financial Services reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 237 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2020, an estimated $4K.
Squar Milner Financial Services first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $130K in Q1 2019.
267 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.