Bruderman Asset Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Bruderman Asset Management’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,205	Closed	-$263K	–	76
2021 Q4	$263K	Sell	12,205 -93,855	-88%	-$2.03M	0.2%	86
2021 Q3	$2.32M	Buy	+106,060	New	+$2.33M	0.58%	59
2021 Q2	–	Sell	-95,186	Closed	-$2.06M	–	93
2021 Q1	$2.06M	Sell	95,186 -14,080	-13%	-$311K	0.57%	58
2020 Q4	$2.45M	Buy	+109,266	New	+$2.42M	0.71%	49

Other funds holding BSCR

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

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

Bruderman Asset Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2022, closing a stake of 12,205 shares — an estimated $263K sold.

Bruderman Asset Management first reported a position in BSCR in Q4 2020 and held it in 4 quarters. The position peaked at $2.45M in Q4 2020. 98 funds tracked by Wall St. Rank hold BSCR as of Q1 2022.

Bruderman Asset Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 12,205 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2022, an estimated $263K.
Bruderman Asset Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Bruderman Asset Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.45M in Q4 2020.
98 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2022.

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