CFGS
BSCM

Concourse Financial Group Securities’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Concourse Financial Group Securities’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
2019
Q3 		– Sell
-153
Closed -$3.28K – 2308
2019
Q2 		$3K Hold
153
– – ﹤0.01% 1956
2019
Q1 		$3K Buy
+153
New +$3.19K ﹤0.01% 1989

Other funds holding BSCM

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Concourse Financial Group Securities's BSCM Position: Q3 2019 in Review

Concourse Financial Group Securities sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2019, closing a stake of 153 shares — an estimated $3.28K sold.

Concourse Financial Group Securities first reported a position in BSCM in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 216 funds tracked by Wall St. Rank hold BSCM as of Q3 2019.

  • Concourse Financial Group Securities reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 153 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2019, an estimated $3.28K.
  • Concourse Financial Group Securities first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2019 and held it in 2 quarters.
  • Concourse Financial Group Securities's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $3K in Q2 2019.
  • 216 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2019.

Based on Concourse Financial Group Securities's 13F filing for Q3 2019, filed 13 Nov 2019.