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

Valeo Financial 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 Q2	–	Sell	-1,669	Closed	-$35K	–	2069
2021 Q1	$35K	Hold	1,669	–	–	﹤0.01%	995
2020 Q4	$35K	Hold	1,669	–	–	﹤0.01%	895
2020 Q3	$36K	Hold	1,669	–	–	﹤0.01%	760
2020 Q2	$36K	Hold	1,669	–	–	﹤0.01%	850
2020 Q1	$35K	Hold	1,669	–	–	﹤0.01%	720
2019 Q4	$35K	Buy	1,669 +500	+43%	+$10.6K	﹤0.01%	775
2019 Q3	$25K	Hold	1,169	–	–	﹤0.01%	790
2019 Q2	$25K	Hold	1,169	–	–	﹤0.01%	784
2019 Q1	$25K	Hold	1,169	–	–	﹤0.01%	719
2018 Q4	$24K	Hold	1,169	–	–	﹤0.01%	665
2018 Q3	$24K	Buy	1,169 +1,039	+799%	+$21.6K	﹤0.01%	728
2018 Q2	$3K	Hold	130	–	–	﹤0.01%	1298
2018 Q1	$3K	Buy	+130	New	+$2.72K	﹤0.01%	1286

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

Valeo Financial Advisors's BSCL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2021, closing a stake of 1,669 shares — an estimated $35K sold.

Valeo Financial Advisors first reported a position in BSCL in Q1 2018 and held it in 13 quarters. The position peaked at $36K in Q3 2020. 281 funds tracked by Wall St. Rank hold BSCL as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,669 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2021, an estimated $35K.
Valeo Financial Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $36K in Q3 2020.
281 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.