BHWM
BSCM

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

Beaird Harris 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
2022
Q3 		– Sell
-1,990
Closed -$42K – 560
2022
Q2 		$42K Hold
1,990
– – 0.01% 148
2022
Q1 		$42K Hold
1,990
– – 0.02% 199
2021
Q4 		$43K Buy
+1,990
New +$42.7K 0.02% 255

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

Beaird Harris Wealth Management's BSCM Position: Q3 2022 in Review

Beaird Harris Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2022, closing a stake of 1,990 shares — an estimated $42K sold.

Beaird Harris Wealth Management first reported a position in BSCM in Q4 2021 and held it in 3 quarters. The position peaked at $43K in Q4 2021. 287 funds tracked by Wall St. Rank hold BSCM as of Q3 2022.

  • Beaird Harris Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1,990 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2022, an estimated $42K.
  • Beaird Harris Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Beaird Harris Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $43K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.