Woodard & Company Asset Management Group’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Woodard & Company Asset Management Group’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 Q1	–	Sell	-161,851	Closed	-$3.44M	–	93
2019 Q4	$3.44M	Buy	161,851 +1,735	+1%	+$36.9K	2.07%	6
2019 Q3	$3.4M	Buy	160,116 +150,155	+1,507%	+$3.19M	2.16%	7
2019 Q2	$211K	Buy	+9,961	New	+$210K	1.63%	26

Other funds holding BSCL

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

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

MFWM

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

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

Woodard & Company Asset Management Group's BSCL Position: Q1 2020 in Review

Woodard & Company Asset Management Group sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2020, closing a stake of 161,851 shares — an estimated $3.44M sold.

Woodard & Company Asset Management Group first reported a position in BSCL in Q2 2019 and held it in 3 quarters. The position peaked at $3.44M in Q4 2019. 270 funds tracked by Wall St. Rank hold BSCL as of Q1 2020.

Woodard & Company Asset Management Group reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Woodard & Company Asset Management Group sold 161,851 Invesco BulletShares 2021 Corporate Bond ETF shares in Q1 2020, an estimated $3.44M.
Woodard & Company Asset Management Group first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
Woodard & Company Asset Management Group's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $3.44M in Q4 2019.
270 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2020.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2020, filed 27 Apr 2020.