Winthrop Partners - WNY’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Winthrop Partners - WNY’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
2019 Q3	$9.99K	Hold	470	–	–	0.01%	249
2019 Q2	$9.96K	Hold	470	–	–	0.01%	194
2019 Q1	$9.87K	Hold	470	–	–	0.01%	195
2018 Q4	$9.75K	Hold	470	–	–	0.01%	200
2018 Q3	$9.75K	Hold	470	–	–	0.01%	240
2018 Q2	$9.75K	Hold	470	–	–	0.01%	254
2018 Q1	$9.76K	Buy	+470	New	+$9.83K	0.01%	337

Other funds holding BSCL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Winthrop Partners - WNY's BSCL Position: Q3 2019 in Review

Winthrop Partners - WNY held its Invesco BulletShares 2021 Corporate Bond ETF (BSCL) position steady in Q3 2019 at 470 shares worth $9.99K. The position accounts for 0.01% of the portfolio, ranked #249.

Winthrop Partners - WNY first reported a position in BSCL in Q1 2018 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold BSCL as of Q3 2019.

Winthrop Partners - WNY held 470 shares of Invesco BulletShares 2021 Corporate Bond ETF worth $9.99K as of Q3 2019.
Winthrop Partners - WNY left its Invesco BulletShares 2021 Corporate Bond ETF share count unchanged in Q3 2019.
Invesco BulletShares 2021 Corporate Bond ETF made up 0.01% of Winthrop Partners - WNY's portfolio in Q3 2019, its #249 holding.
Winthrop Partners - WNY first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2018 and has held it in 7 quarters since.
226 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.