Bruderman Asset Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Bruderman Asset 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 Q1	–	Sell	-24,207	Closed	-$516K	–	108
2021 Q4	$516K	Sell	24,207 -186,083	-88%	-$4M	0.39%	61
2021 Q3	$4.53M	Buy	+210,290	New	+$4.54M	1.14%	30
2021 Q2	–	Sell	-190,241	Closed	-$4.12M	–	125
2021 Q1	$4.12M	Sell	190,241 -25,837	-12%	-$561K	1.14%	30
2020 Q4	$4.7M	Buy	216,078 +37,736	+21%	+$823K	1.37%	27
2020 Q3	$3.9M	Buy	178,342 +4,315	+2%	+$94.4K	1.28%	26
2020 Q2	$3.8M	Buy	174,027 +32,475	+23%	+$702K	1.26%	31
2020 Q1	$2.96M	Buy	141,552 +50,355	+55%	+$1.07M	1.17%	30
2019 Q4	$1.96M	Buy	91,197 +12,180	+15%	+$262K	0.61%	51
2019 Q3	$1.7M	Buy	79,017 +48,824	+162%	+$1.05M	0.43%	59
2019 Q2	$646K	Buy	30,193 +22,316	+283%	+$473K	0.15%	76
2019 Q1	$166K	Buy	+7,877	New	+$164K	0.04%	140

Other funds holding BSCM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

BCM

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

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

Bruderman Asset Management's BSCM Position: Q1 2022 in Review

Bruderman Asset Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2022, closing a stake of 24,207 shares — an estimated $516K sold.

Bruderman Asset Management first reported a position in BSCM in Q1 2019 and held it in 11 quarters. The position peaked at $4.7M in Q4 2020. 313 funds tracked by Wall St. Rank hold BSCM as of Q1 2022.

Bruderman Asset Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 24,207 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2022, an estimated $516K.
Bruderman Asset Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
Bruderman Asset Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $4.7M in Q4 2020.
313 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.