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

Summit 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
2021 Q2	–	Sell	-9,467	Closed	-$200K	–	160
2021 Q1	$200K	Buy	9,467 +6	+0.1%	+$127	0.05%	146
2020 Q4	$201K	Buy	9,461 +9	+0.1%	+$192	0.05%	141
2020 Q3	$202K	Buy	9,452 +7	+0.1%	+$150	0.06%	146
2020 Q2	$202K	Buy	+9,445	New	+$201K	0.07%	142
2020 Q1	–	Sell	-9,427	Closed	-$200K	–	127
2019 Q4	$200K	Buy	+9,427	New	+$200K	0.07%	117

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

Summit Wealth Partners's BSCL Position: Q2 2021 in Review

Summit Wealth Partners sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2021, closing a stake of 9,467 shares — an estimated $200K sold.

Summit Wealth Partners first reported a position in BSCL in Q4 2019 and held it in 5 quarters. The position peaked at $202K in Q2 2020. 281 funds tracked by Wall St. Rank hold BSCL as of Q2 2021.

Summit Wealth Partners reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Summit Wealth Partners sold 9,467 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2021, an estimated $200K.
Summit Wealth Partners first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
Summit Wealth Partners's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $202K in Q2 2020.
281 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2021.

Based on Summit Wealth Partners's 13F filing for Q2 2021, filed 10 Sep 2024.