SLWS
BSCL

Swaine & Leidel Wealth Services’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Swaine & Leidel Wealth 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
2021
Q3 		$668K Buy
+31,714
New +$669K 0.59% 37
2021
Q1 		$708K Buy
33,488
+2,354
+8% +$49.8K 0.46% 48
2020
Q4 		$660K Sell
31,134
-419
-1% -$8.92K 0.48% 45
2020
Q3 		$673K Buy
31,553
+382
+1% +$8.16K 0.66% 38
2020
Q2 		$666K Buy
+31,171
New +$664K 0.68% 37

Other funds holding BSCL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $31B AUM 28.39% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Swaine & Leidel Wealth Services's BSCL Position: Q3 2021 in Review

Swaine & Leidel Wealth Services opened a new position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2021: 31,714 shares worth $668K. The stake represents 0.59% of the portfolio and ranks #37 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in BSCL as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in BSCL in Q2 2020 and has held it in 5 quarters since. The position peaked at $708K in Q1 2021. 260 funds tracked by Wall St. Rank hold BSCL as of Q3 2021.

  • Swaine & Leidel Wealth Services held 31,714 shares of Invesco BulletShares 2021 Corporate Bond ETF worth $668K as of Q3 2021.
  • Invesco BulletShares 2021 Corporate Bond ETF was a new Swaine & Leidel Wealth Services position in Q3 2021.
  • Invesco BulletShares 2021 Corporate Bond ETF made up 0.59% of Swaine & Leidel Wealth Services's portfolio in Q3 2021, its #37 holding.
  • Swaine & Leidel Wealth Services first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2020 and has held it in 5 quarters since.
  • Swaine & Leidel Wealth Services's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $708K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q3 2021, filed 8 Nov 2021.