WQ
BSCL

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

Wealth Quarterback’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 		$44K Buy
2,062
+3
+0.1% +$63 0.03% 260
2021
Q2 		$45K Buy
+2,059
New +$43.5K 0.03% 243
2020
Q2 		– Sell
-6,927
Closed -$170K – 879
2020
Q1 		$170K Sell
6,927
-100,637
-94% -$2.12M 0.16% 115
2019
Q4 		$88.2K Buy
+107,564
New +$2.29M 0.08% 169

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 $26.4B AUM 21.05% 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

Wealth Quarterback's BSCL Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco BulletShares 2021 Corporate Bond ETF (BSCL) stake by 0.15% in Q3 2021, buying an estimated $63 and bringing the position to 2,062 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #260.

Wealth Quarterback first reported a position in BSCL in Q4 2019 and has held it in 4 quarters since. The position peaked at $170K in Q1 2020. 260 funds tracked by Wall St. Rank hold BSCL as of Q3 2021.

  • Wealth Quarterback held 2,062 shares of Invesco BulletShares 2021 Corporate Bond ETF worth $44K as of Q3 2021.
  • Wealth Quarterback bought 3 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2021, an estimated $63.
  • Invesco BulletShares 2021 Corporate Bond ETF made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #260 holding.
  • Wealth Quarterback first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $170K in Q1 2020.
  • 260 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.