Clean Yield Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Clean Yield Group’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	-240	Closed	-$5K	–	490
2022 Q1	$5K	Hold	240	–	–	﹤0.01%	404
2021 Q4	$5K	Hold	240	–	–	﹤0.01%	415
2021 Q3	$5K	Hold	240	–	–	﹤0.01%	433
2021 Q2	$5K	Buy	+240	New	+$5.19K	﹤0.01%	421
2021 Q1	–	Sell	-240	Closed	-$5K	–	418
2020 Q4	$5K	Hold	240	–	–	﹤0.01%	398
2020 Q3	$5K	Hold	240	–	–	﹤0.01%	340
2020 Q2	$5K	Hold	240	–	–	﹤0.01%	322
2020 Q1	$5K	Hold	240	–	–	﹤0.01%	346
2019 Q4	$5K	Hold	240	–	–	﹤0.01%	327
2019 Q3	$5K	Hold	240	–	–	﹤0.01%	320
2019 Q2	$5K	Buy	+240	New	+$5.08K	﹤0.01%	315

Other funds holding BSCM

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Clean Yield Group's BSCM Position: Q2 2022 in Review

Clean Yield Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2022, closing a stake of 240 shares — an estimated $5K sold.

Clean Yield Group first reported a position in BSCM in Q2 2019 and held it in 11 quarters. The position peaked at $5K in Q1 2022. 303 funds tracked by Wall St. Rank hold BSCM as of Q2 2022.

Clean Yield Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 240 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2022, an estimated $5K.
Clean Yield Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2019 and held it in 11 quarters.
Clean Yield Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $5K in Q1 2022.
303 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.