AWA
BSCM

Acorn Wealth Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-2,407
Closed -$50K – 507
2018
Q2 		$50K Buy
2,407
+11
+0.5% +$227 0.04% 275
2018
Q1 		$49K Buy
2,396
+15
+0.6% +$313 0.04% 273
2017
Q4 		$50K Buy
+2,381
New +$50.7K 0.05% 261

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MFWM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acorn Wealth Advisors's BSCM Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2018, closing a stake of 2,407 shares — an estimated $50K sold.

Acorn Wealth Advisors first reported a position in BSCM in Q4 2017 and held it in 3 quarters. The position peaked at $50K in Q2 2018. 141 funds tracked by Wall St. Rank hold BSCM as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 2,407 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2018, an estimated $50K.
  • Acorn Wealth Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $50K in Q2 2018.
  • 141 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.