Essex Private Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Essex Private Wealth Management’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 Q2	–	Sell	-18,800	Closed	-$400K	–	39
2022 Q1	$400K	Hold	18,800	–	–	1.08%	26
2021 Q4	$402K	Hold	18,800	–	–	0.34%	44
2021 Q3	$405K	Buy	+18,800	New	+$406K	0.37%	47

Other funds holding BSCM

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

KAS

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

Essex Private Wealth Management's BSCM Position: Q2 2022 in Review

Essex Private Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2022, closing a stake of 18,800 shares — an estimated $400K sold.

Essex Private Wealth Management first reported a position in BSCM in Q3 2021 and held it in 3 quarters. The position peaked at $405K in Q3 2021. 303 funds tracked by Wall St. Rank hold BSCM as of Q2 2022.

Essex Private Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Essex Private Wealth Management sold 18,800 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2022, an estimated $400K.
Essex Private Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2021 and held it in 3 quarters.
Essex Private Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $405K in Q3 2021.
303 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2022.

Based on Essex Private Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.