CMP
BSCM

Courage Miller Partners’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Courage Miller Partners’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
Q1 		– Sell
-368,708
Closed -$7.89M – 86
2021
Q4 		$7.89M Buy
368,708
+30,437
+9% +$654K 2.98% 9
2021
Q3 		$7.28M Buy
338,271
+28,561
+9% +$616K 2.93% 9
2021
Q2 		$6.69M Buy
309,710
+16,635
+6% +$360K 2.73% 9
2021
Q1 		$6.34M Buy
293,075
+4,442
+2% +$96.4K 2.75% 9
2020
Q4 		$6.28M Buy
288,633
+11,715
+4% +$256K 2.89% 9
2020
Q3 		$6.04M Buy
276,918
+1
+0% +$22 3.25% 6
2020
Q2 		$6.04M Sell
276,917
-4,261
-2% -$92.2K 3.25% 6
2020
Q1 		$5.96M Buy
281,178
+13,868
+5% +$295K 3.66% 6
2019
Q4 		$5.74M Buy
267,310
+8,007
+3% +$172K 2.95% 8
2019
Q3 		$5.57M Buy
259,303
+6,729
+3% +$144K 3.07% 7
2019
Q2 		$5.4M Buy
252,574
+189,136
+298% +$4.01M 2.97% 8
2019
Q1 		$1.34M Sell
63,438
-634
-1% -$13.2K 0.76% 33
2018
Q4 		$1.32M Sell
64,072
-161
-0.3% -$3.31K 0.78% 29
2018
Q3 		$1.33M Sell
64,233
-93
-0.1% -$1.92K 0.76% 35
2018
Q2 		$1.33M Sell
64,326
-990
-2% -$20.4K 0.79% 34
2018
Q1 		$1.36M Sell
65,316
-4,507
-6% -$94.1K 0.82% 30
2017
Q4 		$1.48M Sell
69,823
-769
-1% -$16.4K 0.9% 31
2017
Q3 		$1.51M Sell
70,592
-908
-1% -$19.4K 0.95% 30
2017
Q2 		$1.52M Buy
71,500
+3,065
+4% +$65.2K 1% 30
2017
Q1 		$1.44M Buy
68,435
+29,576
+76% +$621K 1% 33
2016
Q4 		$813K Buy
38,859
+11,349
+41% +$240K 0.57% 44
2016
Q3 		$596K Buy
27,510
+4,382
+19% +$94.6K 0.41% 47
2016
Q2 		$498K Buy
23,128
+2,869
+14% +$60.8K 0.36% 50
2016
Q1 		$427K Buy
20,259
+5,755
+40% +$118K 0.3% 55
2015
Q4 		$294K Buy
14,504
+3,758
+35% +$77.3K 0.2% 59
2015
Q3 		$221K Buy
10,746
+481
+5% +$9.89K 0.16% 60
2015
Q2 		$212K Buy
+10,265
New +$215K 0.16% 56

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Courage Miller Partners's BSCM Position: Q1 2022 in Review

Courage Miller Partners sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2022, closing a stake of 368,708 shares — an estimated $7.89M sold.

Courage Miller Partners first reported a position in BSCM in Q2 2015 and held it in 27 quarters. The position peaked at $7.89M in Q4 2021. 313 funds tracked by Wall St. Rank hold BSCM as of Q1 2022.

  • Courage Miller Partners reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Courage Miller Partners sold 368,708 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2022, an estimated $7.89M.
  • Courage Miller Partners first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2015 and held it in 27 quarters.
  • Courage Miller Partners's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $7.89M in Q4 2021.
  • 313 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2022.

Based on Courage Miller Partners's 13F filing for Q1 2022, filed 6 May 2022.