BDO Wealth Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

BDO Wealth Advisors’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	-3,100	Closed	-$66K	–	806
2020 Q1	$66K	Sell	3,100 -7,406	-70%	-$158K	0.01%	312
2019 Q4	$226K	Sell	10,506 -52,893	-83%	-$1.14M	0.06%	181
2019 Q3	$1.36M	Sell	63,399 -7,252	-10%	-$155K	0.35%	54
2019 Q2	$1.51M	Buy	70,651 +19,950	+39%	+$423K	0.41%	53
2019 Q1	$1.07M	Buy	+50,701	New	+$1.06M	0.31%	66

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

BDO Wealth Advisors's BSCM Position: Q2 2020 in Review

BDO Wealth Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2020, closing a stake of 3,100 shares — an estimated $66K sold.

BDO Wealth Advisors first reported a position in BSCM in Q1 2019 and held it in 5 quarters. The position peaked at $1.51M in Q2 2019. 257 funds tracked by Wall St. Rank hold BSCM as of Q2 2020.

BDO Wealth Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
BDO Wealth Advisors sold 3,100 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2020, an estimated $66K.
BDO Wealth Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
BDO Wealth Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.51M in Q2 2019.
257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.