SWP
BSCL

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

Strategic Wealth Partners’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
Q4 		– Sell
-408
Closed -$8 – 550
2019
Q3 		$8 Buy
+408
New +$8.66K ﹤0.01% 601

Other funds holding BSCL

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Strategic Wealth Partners's BSCL Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2019, closing a stake of 408 shares — an estimated $8 sold.

Strategic Wealth Partners first reported a position in BSCL in Q3 2019 and held it in 1 quarter. The position peaked at $8 in Q3 2019. 264 funds tracked by Wall St. Rank hold BSCL as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 408 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2019, an estimated $8.
  • Strategic Wealth Partners first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $8 in Q3 2019.
  • 264 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.