WP
BSCL

WealthShield Partners’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

WealthShield Partners’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
-6,697
Closed -$142K – 1231
2021
Q1 		$142K Buy
+6,697
New +$142K 0.03% 298

Other funds holding BSCL

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

WealthShield Partners's BSCL Position: Q2 2021 in Review

WealthShield Partners sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q2 2021, closing a stake of 6,697 shares — an estimated $142K sold.

WealthShield Partners first reported a position in BSCL in Q1 2021 and held it in 1 quarter. The position peaked at $142K in Q1 2021. 281 funds tracked by Wall St. Rank hold BSCL as of Q2 2021.

  • WealthShield Partners reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 6,697 Invesco BulletShares 2021 Corporate Bond ETF shares in Q2 2021, an estimated $142K.
  • WealthShield Partners first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $142K in Q1 2021.
  • 281 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.