AWM
BSCM

Atticus Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Atticus Wealth 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
Q2 		– Sell
-48
Closed -$1K – 339
2020
Q1 		$1K Hold
48
– – ﹤0.01% 298
2019
Q4 		$1K Buy
+48
New +$1.03K ﹤0.01% 378

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
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Atticus Wealth Management's BSCM Position: Q2 2020 in Review

Atticus Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2020, closing a stake of 48 shares — an estimated $1K sold.

Atticus Wealth Management first reported a position in BSCM in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 257 funds tracked by Wall St. Rank hold BSCM as of Q2 2020.

  • Atticus Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 48 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2020, an estimated $1K.
  • Atticus Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Atticus Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1K in Q1 2020.
  • 257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2020.

Based on Atticus Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.