BC
BSCM

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

Bartlett & Co’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 -$9K – 960
2021
Q3 		$9K Buy
+400
New +$8.63K ﹤0.01% 719
2021
Q1 		– Sell
-205
Closed -$4K – 1222
2020
Q4 		$4K Hold
205
– – ﹤0.01% 834
2020
Q3 		$4K Buy
+205
New +$4.48K ﹤0.01% 755

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wells Fargo
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's BSCM Position: Q4 2021 in Review

Bartlett & Co sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2021, closing a stake of 400 shares — an estimated $9K sold.

Bartlett & Co first reported a position in BSCM in Q3 2020 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 322 funds tracked by Wall St. Rank hold BSCM as of Q4 2021.

  • Bartlett & Co reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co sold 400 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2021, an estimated $9K.
  • Bartlett & Co first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Bartlett & Co's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $9K 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's 13F filing for Q4 2021, filed 8 Mar 2022.