Bruderman Asset Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-14,515	Closed	-$328K	–	77
2021 Q4	$328K	Sell	14,515 -112,451	-89%	-$2.56M	0.25%	74
2021 Q3	$2.91M	Buy	+126,966	New	+$2.94M	0.73%	49
2021 Q2	–	Sell	-67,918	Closed	-$1.53M	–	94
2021 Q1	$1.53M	Sell	67,918 -9,915	-13%	-$229K	0.43%	67
2020 Q4	$1.84M	Buy	+77,833	New	+$1.81M	0.53%	61

Other funds holding BSCS

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

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

RJFSA

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

CPC

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

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bruderman Asset Management sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q1 2022, closing a stake of 14,515 shares — an estimated $328K sold.

Bruderman Asset Management first reported a position in BSCS in Q4 2020 and held it in 4 quarters. The position peaked at $2.91M in Q3 2021. 70 funds tracked by Wall St. Rank hold BSCS as of Q1 2022.

Bruderman Asset Management reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 14,515 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2022, an estimated $328K.
Bruderman Asset Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Bruderman Asset Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $2.91M in Q3 2021.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2022.

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