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

Atlas Private 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
2021 Q4	–	Sell	-8,897	Closed	-$192K	–	771
2021 Q3	$192K	Sell	8,897 -10	-0.1%	-$216	0.1%	131
2021 Q2	$192K	Sell	8,907 -1,515	-15%	-$32.8K	0.1%	116
2021 Q1	$226K	Sell	10,422 -74	-0.7%	-$1.6K	0.13%	106
2020 Q4	$228K	Hold	10,496	–	–	0.15%	100
2020 Q3	$229K	Sell	10,496 -7,892	-43%	-$173K	0.19%	92
2020 Q2	$401K	Buy	+18,388	New	+$398K	0.36%	68

Other funds holding BSCM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

MFWM

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

BCM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atlas Private Wealth Advisors's BSCM Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2021, closing a stake of 8,897 shares — an estimated $192K sold.

Atlas Private Wealth Advisors first reported a position in BSCM in Q2 2020 and held it in 6 quarters. The position peaked at $401K in Q2 2020. 322 funds tracked by Wall St. Rank hold BSCM as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 8,897 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2021, an estimated $192K.
Atlas Private Wealth Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $401K in Q2 2020.
322 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.