Sutton Wealth Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Sutton Wealth Advisors’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	-221	Closed	-$4.66K	–	1701
2021 Q3	$4.66K	Sell	221 -33,653	-99%	-$710K	﹤0.01%	1064
2021 Q2	$715K	Sell	33,874 -143	-0.4%	-$3.02K	0.26%	68
2021 Q1	$719K	Sell	34,017 -1,001	-3%	-$21.2K	0.28%	61
2020 Q4	$743K	Sell	35,018 -76	-0.2%	-$1.62K	0.32%	56
2020 Q3	$748K	Sell	35,094 -1,545	-4%	-$33K	0.36%	47
2020 Q2	$783K	Sell	36,639 -422	-1%	-$8.99K	0.41%	44
2020 Q1	$777K	Buy	37,061 +5,209	+16%	+$110K	0.49%	42
2019 Q4	$677K	Buy	31,852 +10,134	+47%	+$215K	0.35%	52
2019 Q3	$462K	Hold	21,718	–	–	0.26%	67
2019 Q2	$460K	Buy	21,718 +18	+0.1%	+$379	0.26%	67
2019 Q1	$456K	Buy	21,700 +9,994	+85%	+$209K	0.27%	63
2018 Q4	$243K	Buy	+11,706	New	+$242K	0.16%	106

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

Sutton Wealth Advisors's BSCL Position: Q4 2021 in Review

Sutton Wealth Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 221 shares — an estimated $4.66K sold.

Sutton Wealth Advisors first reported a position in BSCL in Q4 2018 and held it in 12 quarters. The position peaked at $783K in Q2 2020. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Sutton Wealth Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Sutton Wealth Advisors sold 221 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $4.66K.
Sutton Wealth Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2018 and held it in 12 quarters.
Sutton Wealth Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $783K in Q2 2020.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Sutton Wealth Advisors's 13F filing for Q4 2021, filed 7 Nov 2023.