Elevated Capital Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Elevated Capital Advisors’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 Q3	$598K	Buy	+27,773	New	+$599K	0.21%	132
2021 Q1	$739K	Sell	34,160 -1,028	-3%	-$22.3K	0.29%	104
2020 Q4	$765K	Buy	+35,188	New	+$768K	0.33%	101

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Elevated Capital Advisors's BSCM Position: Q3 2021 in Review

Elevated Capital Advisors opened a new position in Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2021: 27,773 shares worth $598K. The stake represents 0.21% of the portfolio and ranks #132 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in BSCM as recently as Q1 2021.

Elevated Capital Advisors first reported a position in BSCM in Q4 2020 and has held it in 3 quarters since. The position peaked at $765K in Q4 2020. 305 funds tracked by Wall St. Rank hold BSCM as of Q3 2021.

Elevated Capital Advisors held 27,773 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $598K as of Q3 2021.
Invesco BulletShares 2022 Corporate Bond ETF was a new Elevated Capital Advisors position in Q3 2021.
Invesco BulletShares 2022 Corporate Bond ETF made up 0.21% of Elevated Capital Advisors's portfolio in Q3 2021, its #132 holding.
Elevated Capital Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and has held it in 3 quarters since.
Elevated Capital Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $765K in Q4 2020.
305 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2021.

Based on Elevated Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.