BW
BSCM

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

Bison Wealth’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
-1,724
Closed -$37K – 488
2020
Q4 		$37K Buy
1,724
+324
+23% +$7.07K 0.02% 304
2020
Q3 		$31K Buy
+1,400
New +$30.6K 0.02% 271

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
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

Bison Wealth's BSCM Position: Q1 2021 in Review

Bison Wealth sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2021, closing a stake of 1,724 shares — an estimated $37K sold.

Bison Wealth first reported a position in BSCM in Q3 2020 and held it in 2 quarters. The position peaked at $37K in Q4 2020. 295 funds tracked by Wall St. Rank hold BSCM as of Q1 2021.

  • Bison Wealth reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Bison Wealth sold 1,724 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2021, an estimated $37K.
  • Bison Wealth first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Bison Wealth's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $37K in Q4 2020.
  • 295 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2021.

Based on Bison Wealth's 13F filing for Q1 2021, filed 5 May 2021.