CA
BSCM

Calton & Associates’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-747
Closed -$15K – 1530
2017
Q4 		$15K Buy
+747
New +$15.9K ﹤0.01% 967

Other funds holding BSCM

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MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Calton & Associates's BSCM Position: Q1 2018 in Review

Calton & Associates sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2018, closing a stake of 747 shares — an estimated $15K sold.

Calton & Associates first reported a position in BSCM in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 103 funds tracked by Wall St. Rank hold BSCM as of Q1 2018.

  • Calton & Associates reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 747 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2018, an estimated $15K.
  • Calton & Associates first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $15K in Q4 2017.
  • 103 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.