AWE
BSCM

Avidian Wealth Enterprises’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Avidian Wealth Enterprises’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
-27,739
Closed -$588K – 478
2022
Q2 		$588K Sell
27,739
-10,552
-28% -$224K 0.04% 242
2022
Q1 		$814K Sell
38,291
-6,184
-14% -$132K 0.05% 224
2021
Q4 		$951K Buy
+44,475
New +$955K 0.06% 195

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

Avidian Wealth Enterprises's BSCM Position: Q3 2022 in Review

Avidian Wealth Enterprises sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2022, closing a stake of 27,739 shares — an estimated $588K sold.

Avidian Wealth Enterprises first reported a position in BSCM in Q4 2021 and held it in 3 quarters. The position peaked at $951K in Q4 2021. 287 funds tracked by Wall St. Rank hold BSCM as of Q3 2022.

  • Avidian Wealth Enterprises reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 27,739 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2022, an estimated $588K.
  • Avidian Wealth Enterprises first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $951K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2022, filed 3 Nov 2022.