EC
BSCM

Estate Counselors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Estate Counselors’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
2020
Q3 		– Sell
-73,800
Closed -$1.61M – 161
2020
Q2 		$1.61M Buy
73,800
+350
+0.5% +$7.57K 0.26% 66
2020
Q1 		$1.56M Buy
+73,450
New +$1.56M 0.26% 63

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Estate Counselors's BSCM Position: Q3 2020 in Review

Estate Counselors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2020, closing a stake of 73,800 shares — an estimated $1.61M sold.

Estate Counselors first reported a position in BSCM in Q1 2020 and held it in 2 quarters. The position peaked at $1.61M in Q2 2020. 257 funds tracked by Wall St. Rank hold BSCM as of Q3 2020.

  • Estate Counselors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Estate Counselors sold 73,800 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2020, an estimated $1.61M.
  • Estate Counselors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Estate Counselors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.61M in Q2 2020.
  • 257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2020.

Based on Estate Counselors's 13F filing for Q3 2020, filed 28 Oct 2020.