Beese Fulmer Investment Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Beese Fulmer Investment 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 Q2	–	Sell	-9,702	Closed	-$206K	–	240
2022 Q1	$206K	Hold	9,702	–	–	0.02%	222
2021 Q4	$208K	Hold	9,702	–	–	0.02%	231
2021 Q3	$209K	Hold	9,702	–	–	0.02%	225
2021 Q2	$209K	Hold	9,702	–	–	0.02%	215
2021 Q1	$210K	Sell	9,702 -693	-7%	-$15K	0.03%	210
2020 Q4	$226K	Sell	10,395 -2,000	-16%	-$43.6K	0.03%	192
2020 Q3	$271K	Buy	12,395 +550	+5%	+$12K	0.04%	166
2020 Q2	$258K	Buy	+11,845	New	+$256K	0.04%	164

Other funds holding BSCM

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

BCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Beese Fulmer Investment Management's BSCM Position: Q2 2022 in Review

Beese Fulmer Investment Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2022, closing a stake of 9,702 shares — an estimated $206K sold.

Beese Fulmer Investment Management first reported a position in BSCM in Q2 2020 and held it in 8 quarters. The position peaked at $271K in Q3 2020. 303 funds tracked by Wall St. Rank hold BSCM as of Q2 2022.

Beese Fulmer Investment Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Beese Fulmer Investment Management sold 9,702 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2022, an estimated $206K.
Beese Fulmer Investment Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Beese Fulmer Investment Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $271K in Q3 2020.
303 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2022.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2022, filed 11 Jul 2022.