CL
BSCM

CPWM LLC’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

CPWM LLC’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
Q3 		– Sell
-19,431
Closed -$412K – 398
2022
Q2 		$412K Buy
+19,431
New +$412K 0.04% 254
2022
Q1 		– Sell
-21,247
Closed -$457K – 382
2021
Q4 		$457K Hold
21,247
– – 0.04% 235
2021
Q3 		$457K Buy
21,247
+20
+0.1% +$431 0.04% 194
2021
Q2 		$458K Sell
21,227
-86
-0.4% -$1.86K 0.03% 203
2021
Q1 		$461K Buy
+21,313
New +$462K 0.04% 222

Other funds holding BSCM

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HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return