Bartlett & Co Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Bartlett & Co 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
2021 Q4	–	Sell	-400	Closed	-$8.61K	–	960
2021 Q3	$8.61K	Buy	+400	New	+$8.63K	﹤0.01%	718
2021 Q1	–	Sell	-205	Closed	-$4.46K	–	1234
2020 Q4	$4.46K	Hold	205	–	–	﹤0.01%	809
2020 Q3	$4.48K	Buy	+205	New	+$4.48K	﹤0.01%	745

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

Bartlett & Co Wealth Management's BSCM Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2021, closing a stake of 400 shares — an estimated $8.61K sold.

Bartlett & Co Wealth Management first reported a position in BSCM in Q3 2020 and held it in 3 quarters. The position peaked at $8.61K in Q3 2021. 322 funds tracked by Wall St. Rank hold BSCM as of Q4 2021.

Bartlett & Co Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 400 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2021, an estimated $8.61K.
Bartlett & Co Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
Bartlett & Co Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $8.61K in Q3 2021.
322 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.