CWM
BSCM

CMH Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

CMH Wealth Management’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
2017
Q2 		– Sell
-31,527
Closed -$669K – 54
2017
Q1 		$669K Buy
31,527
+4,417
+16% +$92.7K 0.52% 45
2016
Q4 		$570K Buy
+27,110
New +$574K 0.5% 45

Other funds holding BSCM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CMH Wealth Management's BSCM Position: Q2 2017 in Review

CMH Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2017, closing a stake of 31,527 shares — an estimated $669K sold.

CMH Wealth Management first reported a position in BSCM in Q4 2016 and held it in 2 quarters. The position peaked at $669K in Q1 2017. 89 funds tracked by Wall St. Rank hold BSCM as of Q2 2017.

  • CMH Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • CMH Wealth Management sold 31,527 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2017, an estimated $669K.
  • CMH Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2016 and held it in 2 quarters.
  • CMH Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $669K in Q1 2017.
  • 89 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2017.

Based on CMH Wealth Management's 13F filing for Q2 2017, filed 25 Jul 2017.