Cahill Financial Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Cahill Financial Advisors’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 Q3	–	Sell	-10,946	Closed	-$232K	–	223
2022 Q2	$232K	Buy	10,946 +35	+0.3%	+$743	0.05%	196
2022 Q1	$232K	Sell	10,911 -1,012	-8%	-$21.6K	0.04%	207
2021 Q4	$255K	Sell	11,923 -1,978	-14%	-$42.5K	0.05%	200
2021 Q3	$299K	Buy	13,901 +53	+0.4%	+$1.14K	0.06%	185
2021 Q2	$299K	Buy	13,848 +58	+0.4%	+$1.25K	0.07%	178
2021 Q1	$298K	Sell	13,790 -2,133	-13%	-$46.3K	0.07%	171
2020 Q4	$346K	Buy	15,923 +2,304	+17%	+$50.3K	0.09%	155
2020 Q3	$297K	Buy	+13,619	New	+$298K	0.11%	133

Other funds holding BSCM

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cahill Financial Advisors's BSCM Position: Q3 2022 in Review

Cahill Financial Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2022, closing a stake of 10,946 shares — an estimated $232K sold.

Cahill Financial Advisors first reported a position in BSCM in Q3 2020 and held it in 8 quarters. The position peaked at $346K in Q4 2020. 287 funds tracked by Wall St. Rank hold BSCM as of Q3 2022.

Cahill Financial Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Cahill Financial Advisors sold 10,946 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2022, an estimated $232K.
Cahill Financial Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2020 and held it in 8 quarters.
Cahill Financial Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $346K in Q4 2020.
287 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2022.

Based on Cahill Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.