WA
BSCL

WESPAC Advisors’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

WESPAC Advisors’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
Q4 		– Sell
-10,079
Closed -$215K – 160
2020
Q3 		$215K Hold
10,079
– – 0.27% 85
2020
Q2 		$215K Sell
10,079
-1,022
-9% -$21.8K 0.24% 95
2020
Q1 		$233K Sell
11,101
-2,567
-19% -$54.1K 0.56% 41
2019
Q4 		$290K Buy
13,668
+3,161
+30% +$67.2K 0.28% 79
2019
Q3 		$223K Sell
10,507
-5,737
-35% -$122K 0.22% 87
2019
Q2 		$344K Buy
16,244
+604
+4% +$12.7K 0.26% 77
2019
Q1 		$329K Buy
15,640
+3,898
+33% +$81.4K 0.23% 88
2018
Q4 		$244K Buy
+11,742
New +$243K 0.24% 83

Other funds holding BSCL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

WESPAC Advisors's BSCL Position: Q4 2020 in Review

WESPAC Advisors sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2020, closing a stake of 10,079 shares — an estimated $215K sold.

WESPAC Advisors first reported a position in BSCL in Q4 2018 and held it in 8 quarters. The position peaked at $344K in Q2 2019. 301 funds tracked by Wall St. Rank hold BSCL as of Q4 2020.

  • WESPAC Advisors reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • WESPAC Advisors sold 10,079 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2020, an estimated $215K.
  • WESPAC Advisors first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
  • WESPAC Advisors's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $344K in Q2 2019.
  • 301 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2020.

Based on WESPAC Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.