SFWC
BSCL

Strategic Family Wealth Counselors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Strategic Family Wealth Counselors’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
-750,306
Closed -$15.8M – 111
2021
Q3 		$15.8M Buy
750,306
+22,119
+3% +$467K 5.41% 3
2021
Q2 		$15.4M Buy
728,187
+38,877
+6% +$821K 5.03% 3
2021
Q1 		$14.6M Buy
689,310
+39,836
+6% +$843K 5.49% 3
2020
Q4 		$13.8M Buy
649,474
+6,081
+0.9% +$129K 7.1% 3
2020
Q3 		$13.7M Buy
643,393
+33,699
+6% +$720K 7.7% 3
2020
Q2 		$13M Buy
609,694
+44,433
+8% +$947K 8.2% 2
2020
Q1 		$11.9M Buy
565,261
+159,168
+39% +$3.36M 8.86% 2
2019
Q4 		$8.63M Buy
406,093
+38,951
+11% +$828K 6.97% 2
2019
Q3 		$7.8M Buy
367,142
+22,483
+7% +$477K 5.9% 4
2019
Q2 		$7.3M Buy
344,659
+18,360
+6% +$387K 5.66% 5
2019
Q1 		$6.86M Buy
326,299
+142,513
+78% +$2.98M 5.55% 5
2018
Q4 		$3.81M Buy
+183,786
New +$3.8M 4.32% 6

Other funds holding BSCL

Thrivent Financial for Lutherans
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

Strategic Family Wealth Counselors's BSCL Position: Q4 2021 in Review

Strategic Family Wealth Counselors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 750,306 shares — an estimated $15.8M sold.

Strategic Family Wealth Counselors first reported a position in BSCL in Q4 2018 and held it in 12 quarters. The position peaked at $15.8M in Q3 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

  • Strategic Family Wealth Counselors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 750,306 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $15.8M.
  • Strategic Family Wealth Counselors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2018 and held it in 12 quarters.
  • Strategic Family Wealth Counselors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $15.8M in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2021, filed 8 Feb 2022.