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Wealthspire Advisors (New York)’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,257
Closed -$265K – 411
2021
Q1 		$265K Buy
+12,257
New +$270K 0.01% 591

Other funds holding BSCR

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Wealthspire Advisors (New York)'s BSCR Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2021, closing a stake of 12,257 shares — an estimated $265K sold.

Wealthspire Advisors (New York) first reported a position in BSCR in Q1 2021 and held it in 1 quarter. The position peaked at $265K in Q1 2021. 78 funds tracked by Wall St. Rank hold BSCR as of Q2 2021.

  • Wealthspire Advisors (New York) reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 12,257 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2021, an estimated $265K.
  • Wealthspire Advisors (New York) first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco BulletShares 2027 Corporate Bond ETF position peaked at $265K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.