Crescent Capital Consulting’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Crescent Capital Consulting’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
2021 Q4	$93K	Hold	4,316	–	–	0.02%	236
2021 Q3	$93K	Hold	4,316	–	–	0.02%	235
2021 Q2	$93K	Sell	4,316 -54,604	-93%	-$1.18M	0.02%	227
2021 Q1	$1.28M	Sell	58,920 -53,527	-48%	-$1.16M	0.28%	74
2020 Q4	$2.44M	Buy	+112,447	New	+$2.45M	0.63%	46

Other funds holding BSCM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Crescent Capital Consulting's BSCM Position: Q4 2021 in Review

Crescent Capital Consulting held its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) position steady in Q4 2021 at 4,316 shares worth $93K. The position accounts for 0.02% of the portfolio, ranked #236.

Crescent Capital Consulting first reported a position in BSCM in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.44M in Q4 2020. 322 funds tracked by Wall St. Rank hold BSCM as of Q4 2021.

Crescent Capital Consulting held 4,316 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $93K as of Q4 2021.
Crescent Capital Consulting left its Invesco BulletShares 2022 Corporate Bond ETF share count unchanged in Q4 2021.
Invesco BulletShares 2022 Corporate Bond ETF made up 0.02% of Crescent Capital Consulting's portfolio in Q4 2021, its #236 holding.
Crescent Capital Consulting first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and has held it in 5 quarters since.
Crescent Capital Consulting's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.44M in Q4 2020.
322 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.