BFA
BSCM

Beaumont Financial Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Beaumont Financial 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
2022
Q3 		– Sell
-23,267
Closed -$493K – 329
2022
Q2 		$493K Hold
23,267
– – 0.04% 177
2022
Q1 		$495K Hold
23,267
– – 0.04% 209
2021
Q4 		$498K Sell
23,267
-11,619
-33% -$250K 0.04% 212
2021
Q3 		$751K Sell
34,886
-8,899
-20% -$192K 0.06% 162
2021
Q2 		$945K Sell
43,785
-242
-0.5% -$5.24K 0.07% 149
2021
Q1 		$953K Sell
44,027
-57,021
-56% -$1.24M 0.08% 143
2020
Q4 		$2.2M Sell
101,048
-217,977
-68% -$4.76M 0.2% 91
2020
Q3 		$6.97M Sell
319,025
-159,665
-33% -$3.49M 0.67% 49
2020
Q2 		$10.4M Buy
478,690
+71,743
+18% +$1.55M 1.09% 30
2020
Q1 		$8.62M Sell
406,947
-182,579
-31% -$3.89M 1.09% 30
2019
Q4 		$12.7M Buy
589,526
+188,185
+47% +$4.04M 1.25% 28
2019
Q3 		$8.63M Buy
401,341
+93,902
+31% +$2.01M 0.86% 37
2019
Q2 		$6.58M Buy
307,439
+72,724
+31% +$1.54M 0.68% 44
2019
Q1 		$4.96M Buy
234,715
+133,447
+132% +$2.79M 0.53% 51
2018
Q4 		$2.09M Buy
101,268
+74,164
+274% +$1.52M 0.34% 52
2018
Q3 		$560K Buy
+27,104
New +$561K 0.06% 138

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

Beaumont Financial Advisors's BSCM Position: Q3 2022 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2022, closing a stake of 23,267 shares — an estimated $493K sold.

Beaumont Financial Advisors first reported a position in BSCM in Q3 2018 and held it in 16 quarters. The position peaked at $12.7M in Q4 2019. 287 funds tracked by Wall St. Rank hold BSCM as of Q3 2022.

  • Beaumont Financial Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 23,267 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2022, an estimated $493K.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2018 and held it in 16 quarters.
  • Beaumont Financial Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $12.7M in Q4 2019.
  • 287 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2022.

Based on Beaumont Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.