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

Wealthspire Advisors (New York)’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 Q4	–	Sell	-120,864	Closed	-$2.55M	–	644
2021 Q3	$2.55M	Buy	+120,864	New	+$2.55M	0.05%	140
2021 Q2	–	Sell	-80,333	Closed	-$1.7M	–	708
2021 Q1	$1.7M	Buy	80,333 +70,909	+752%	+$1.5M	0.04%	189
2020 Q4	$200K	Sell	9,424 -23,356	-71%	-$497K	0.01%	556
2020 Q3	$699K	Buy	+32,780	New	+$700K	0.04%	152
2020 Q2	–	Sell	-15,190	Closed	-$319K	–	563
2020 Q1	$319K	Buy	+15,190	New	+$320K	0.01%	369

Other funds holding BSCL

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Wealthspire Advisors (New York)'s BSCL Position: Q4 2021 in Review

Wealthspire Advisors (New York) sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 120,864 shares — an estimated $2.55M sold.

Wealthspire Advisors (New York) first reported a position in BSCL in Q1 2020 and held it in 5 quarters. The position peaked at $2.55M in Q3 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Wealthspire Advisors (New York) reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Wealthspire Advisors (New York) sold 120,864 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $2.55M.
Wealthspire Advisors (New York) first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Invesco BulletShares 2021 Corporate Bond ETF position peaked at $2.55M in Q3 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2021, filed 14 Feb 2022.