3AM
BSCM

3D Asset Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

3D Asset Management’s Portfolio BSCM Stock Details BSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$488K Sell
22,358
-139
-0.6% -$3.04K 0.14% 37
2020
Q2 		$491K Buy
22,497
+247
+1% +$5.34K 0.14% 35
2020
Q1 		$471K Buy
22,250
+2,176
+11% +$46.3K 0.14% 32
2019
Q4 		$432K Buy
20,074
+149
+0.7% +$3.2K 0.1% 46
2019
Q3 		$428K Buy
19,925
+141
+0.7% +$3.02K 0.1% 44
2019
Q2 		$423K Buy
19,784
+139
+0.7% +$2.94K 0.1% 43
2019
Q1 		$415K Sell
19,645
-1,512
-7% -$31.6K 0.1% 41
2018
Q4 		$436K Sell
21,157
-4,394
-17% -$90.3K 0.11% 39
2018
Q3 		$528K Buy
25,551
+194
+0.8% +$4.01K 0.12% 37
2018
Q2 		$524K Buy
25,357
+112
+0.4% +$2.31K 0.13% 35
2018
Q1 		$524K Buy
25,245
+6,005
+31% +$125K 0.12% 36
2017
Q4 		$407K Buy
19,240
+6,651
+53% +$142K 0.09% 40
2017
Q3 		$270K Buy
12,589
+2,160
+21% +$46.3K 0.06% 47
2017
Q2 		$222K Buy
10,429
+63
+0.6% +$1.34K 0.06% 52
2017
Q1 		$218K Buy
+10,366
New +$218K 0.06% 52

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3D Asset Management's BSCM Position: Q3 2020 in Review

3D Asset Management reduced its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) stake by 0.62% in Q3 2020, selling an estimated $3.04K and leaving 22,358 shares worth $488K. The position accounts for 0.14% of the portfolio, ranked #37.

3D Asset Management first reported a position in BSCM in Q1 2017 and has held it in 15 quarters since. The position peaked at $528K in Q3 2018. 257 funds tracked by Wall St. Rank hold BSCM as of Q3 2020.

  • 3D Asset Management held 22,358 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $488K as of Q3 2020.
  • 3D Asset Management sold 139 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2020, an estimated $3.04K.
  • Invesco BulletShares 2022 Corporate Bond ETF made up 0.14% of 3D Asset Management's portfolio in Q3 2020, its #37 holding.
  • 3D Asset Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2017 and has held it in 15 quarters since.
  • 3D Asset Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $528K in Q3 2018.
  • 257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.