CT
BSCM

Cambridge Trust’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Cambridge Trust’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
Q2 		– Sell
-644
Closed -$14K – 984
2022
Q1 		$14K Buy
+644
New +$13.7K ﹤0.01% 715

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Trust's BSCM Position: Q2 2022 in Review

Cambridge Trust sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2022, closing a stake of 644 shares — an estimated $14K sold.

Cambridge Trust first reported a position in BSCM in Q1 2022 and held it in 1 quarter. The position peaked at $14K in Q1 2022. 303 funds tracked by Wall St. Rank hold BSCM as of Q2 2022.

  • Cambridge Trust reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Cambridge Trust sold 644 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2022, an estimated $14K.
  • Cambridge Trust first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Cambridge Trust's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $14K in Q1 2022.
  • 303 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2022.

Based on Cambridge Trust's 13F filing for Q2 2022, filed 16 Aug 2022.