AF
BSCM

Allworth Financial’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Allworth Financial’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
2016
Q4 		– Sell
-80
Closed -$2K – 778
2016
Q3 		$2K Buy
+80
New +$1.73K ﹤0.01% 621

Other funds holding BSCM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Allworth Financial's BSCM Position: Q4 2016 in Review

Allworth Financial sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2016, closing a stake of 80 shares — an estimated $2K sold.

Allworth Financial first reported a position in BSCM in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 76 funds tracked by Wall St. Rank hold BSCM as of Q4 2016.

  • Allworth Financial reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Allworth Financial sold 80 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2016, an estimated $2K.
  • Allworth Financial first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Allworth Financial's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2K in Q3 2016.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2016.

Based on Allworth Financial's 13F filing for Q4 2016, filed 2 Feb 2017.