WAM
BSCL

Wealthspire Advisors (Maryland)’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Wealthspire Advisors (Maryland)’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 		$710K Buy
33,300
+18,107
+119% +$387K 0.03% 219
2020
Q2 		$325K Buy
15,193
+3
+0% +$64 0.02% 327
2020
Q1 		$319K Buy
15,190
+4
+0% +$84 0.03% 295
2019
Q4 		$323K Buy
15,186
+3
+0% +$64 0.02% 360
2019
Q3 		$323K Buy
15,183
+2,190
+17% +$46.5K 0.02% 332
2019
Q2 		$275K Buy
12,993
+4,762
+58% +$100K 0.02% 372
2019
Q1 		$173K Buy
8,231
+11
+0.1% +$230 0.01% 476
2018
Q4 		$171K Sell
8,220
-3,325
-29% -$68.7K 0.02% 437
2018
Q3 		$239K Buy
11,545
+6,512
+129% +$135K 0.02% 414
2018
Q2 		$104K Buy
+5,033
New +$104K 0.01% 695
2018
Q1 		– Sell
-5,168
Closed -$109K – 2695
2017
Q4 		$109K Buy
5,168
+29
+0.6% +$617 0.01% 678
2017
Q3 		$110K Buy
5,139
+28
+0.5% +$598 0.01% 670
2017
Q2 		$109K Buy
+5,111
New +$109K 0.01% 666

Other funds holding BSCL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $884M AUM 5.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BSCL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Invesco BulletShares 2021 Corporate Bond ETF (BSCL) stake by 119% in Q3 2020, buying an estimated $387K and bringing the position to 33,300 shares worth $710K. The position accounts for 0.03% of the portfolio, ranked #219.

Wealthspire Advisors (Maryland) first reported a position in BSCL in Q2 2017 and has held it in 13 quarters since. 268 funds tracked by Wall St. Rank hold BSCL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 33,300 shares of Invesco BulletShares 2021 Corporate Bond ETF worth $710K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 18,107 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2020, an estimated $387K.
  • Invesco BulletShares 2021 Corporate Bond ETF made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #219 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2017 and has held it in 13 quarters since.
  • 268 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.