Wealthstreet Investment Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Wealthstreet Investment Advisors’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	-13,500	Closed	-$292K	–	120
2021 Q1	$292K	Hold	13,500	–	–	0.03%	319
2020 Q4	$302K	Hold	13,500	–	–	0.03%	298
2020 Q3	$297K	Hold	13,500	–	–	0.03%	279
2020 Q2	$294K	Buy	+13,500	New	+$285K	0.04%	275

Other funds holding BSCR

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Wealthstreet Investment Advisors's BSCR Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2021, closing a stake of 13,500 shares — an estimated $292K sold.

Wealthstreet Investment Advisors first reported a position in BSCR in Q2 2020 and held it in 4 quarters. The position peaked at $302K in Q4 2020. 78 funds tracked by Wall St. Rank hold BSCR as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 13,500 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2021, an estimated $292K.
Wealthstreet Investment Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
Wealthstreet Investment Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $302K in Q4 2020.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.