AWS
BSCM

Atria Wealth Solutions’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Atria Wealth Solutions’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
2022
Q3 		– Sell
-44,762
Closed -$949K – 1894
2022
Q2 		$949K Sell
44,762
-51,874
-54% -$1.1M 0.02% 719
2022
Q1 		$2.05M Buy
+96,636
New +$2.06M 0.03% 474

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Atria Wealth Solutions's BSCM Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2022, closing a stake of 44,762 shares — an estimated $949K sold.

Atria Wealth Solutions first reported a position in BSCM in Q1 2022 and held it in 2 quarters. The position peaked at $2.05M in Q1 2022. 287 funds tracked by Wall St. Rank hold BSCM as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 44,762 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2022, an estimated $949K.
  • Atria Wealth Solutions first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.05M in Q1 2022.
  • 287 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.