TA
BSCL

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

TCG 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
2020
Q3 		– Sell
-28,397
Closed -$607K – 132
2020
Q2 		$607K Buy
28,397
+2,166
+8% +$46.1K 0.34% 75
2020
Q1 		$550K Sell
26,231
-13,499
-34% -$285K 0.45% 64
2019
Q4 		$844K Sell
39,730
-4,849
-11% -$103K 0.51% 70
2019
Q3 		$948K Buy
44,579
+22,018
+98% +$467K 0.68% 51
2019
Q2 		$478K Buy
22,561
+11,803
+110% +$249K 0.44% 65
2019
Q1 		$226K Buy
+10,758
New +$225K 0.21% 81

Other funds holding BSCL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TCG Advisors's BSCL Position: Q3 2020 in Review

TCG Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q3 2020, closing a stake of 28,397 shares — an estimated $607K sold.

TCG Advisors first reported a position in BSCL in Q1 2019 and held it in 6 quarters. The position peaked at $948K in Q3 2019. 268 funds tracked by Wall St. Rank hold BSCL as of Q3 2020.

  • TCG Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 28,397 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2020, an estimated $607K.
  • TCG Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2019 and held it in 6 quarters.
  • TCG Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $948K in Q3 2019.
  • 268 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.