EFS
BSCM

Econ Financial Services’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Econ Financial Services’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
Q2 		– Sell
-11,510
Closed -$243K – 81
2019
Q1 		$243K Sell
11,510
-51,690
-82% -$1.08M 0.36% 46
2018
Q4 		$1.3M Buy
+63,200
New +$1.3M 1.98% 17

Other funds holding BSCM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 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

Econ Financial Services's BSCM Position: Q2 2019 in Review

Econ Financial Services sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2019, closing a stake of 11,510 shares — an estimated $243K sold.

Econ Financial Services first reported a position in BSCM in Q4 2018 and held it in 2 quarters. The position peaked at $1.3M in Q4 2018. 207 funds tracked by Wall St. Rank hold BSCM as of Q2 2019.

  • Econ Financial Services reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Econ Financial Services sold 11,510 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2019, an estimated $243K.
  • Econ Financial Services first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Econ Financial Services's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.3M in Q4 2018.
  • 207 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.