BWM
BSCM

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

BerganKDV 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
2021
Q1 		– Sell
-629
Closed -$14K – 1011
2020
Q4 		$14K Buy
+629
New +$13.7K ﹤0.01% 526

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

BerganKDV Wealth Management's BSCM Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2021, closing a stake of 629 shares — an estimated $14K sold.

BerganKDV Wealth Management first reported a position in BSCM in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 295 funds tracked by Wall St. Rank hold BSCM as of Q1 2021.

  • BerganKDV Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 629 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2021, an estimated $14K.
  • BerganKDV Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $14K in Q4 2020.
  • 295 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.