Tiller Private Wealth’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Tiller Private Wealth’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-11,490	Closed	-$248K	–	55
2021 Q4	$248K	Hold	11,490	–	–	0.16%	44
2021 Q3	$251K	Hold	11,490	–	–	0.19%	42
2021 Q2	$252K	Hold	11,490	–	–	0.27%	40
2021 Q1	$248K	Hold	11,490	–	–	0.31%	28
2020 Q4	$257K	Hold	11,490	–	–	0.35%	27
2020 Q3	$253K	Hold	11,490	–	–	0.47%	23
2020 Q2	$250K	Hold	11,490	–	–	0.51%	22
2020 Q1	$228K	Hold	11,490	–	–	0.26%	27
2019 Q4	$241K	Hold	11,490	–	–	0.2%	33
2019 Q3	$240K	Hold	11,490	–	–	0.21%	30
2019 Q2	$236K	Hold	11,490	–	–	0.2%	28
2019 Q1	$227K	Sell	11,490 -3,700	-24%	-$71.4K	0.2%	29
2018 Q4	$286K	Hold	15,190	–	–	0.25%	26
2018 Q3	$289K	Hold	15,190	–	–	0.2%	29
2018 Q2	$289K	Buy	15,190 +4,700	+45%	+$89.5K	0.2%	32
2018 Q1	$203K	Buy	+10,490	New	+$205K	0.15%	42

Other funds holding BSCR

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Tiller Private Wealth's BSCR Position: Q1 2022 in Review

Tiller Private Wealth sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2022, closing a stake of 11,490 shares — an estimated $248K sold.

Tiller Private Wealth first reported a position in BSCR in Q1 2018 and held it in 16 quarters. The position peaked at $289K in Q3 2018. 98 funds tracked by Wall St. Rank hold BSCR as of Q1 2022.

Tiller Private Wealth reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Tiller Private Wealth sold 11,490 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2022, an estimated $248K.
Tiller Private Wealth first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2018 and held it in 16 quarters.
Tiller Private Wealth's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $289K in Q3 2018.
98 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2022.

Based on Tiller Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.