Financial Network Wealth Management’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Financial Network Wealth Management’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-16,700	Closed	-$338K	–	99
2022 Q1	$338K	Hold	16,700	–	–	0.18%	69
2021 Q4	$360K	Hold	16,700	–	–	0.18%	66
2021 Q3	$365K	Hold	16,700	–	–	0.21%	64
2021 Q2	$366K	Hold	16,700	–	–	0.22%	62
2021 Q1	$361K	Hold	16,700	–	–	0.24%	57
2020 Q4	$374K	Buy	+16,700	New	+$370K	0.29%	50

Other funds holding BSCR

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

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

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

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Network Wealth Management's BSCR Position: Q2 2022 in Review

Financial Network Wealth Management sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2022, closing a stake of 16,700 shares — an estimated $338K sold.

Financial Network Wealth Management first reported a position in BSCR in Q4 2020 and held it in 6 quarters. The position peaked at $374K in Q4 2020. 109 funds tracked by Wall St. Rank hold BSCR as of Q2 2022.

Financial Network Wealth Management reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Financial Network Wealth Management sold 16,700 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2022, an estimated $338K.
Financial Network Wealth Management first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Financial Network Wealth Management's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $374K in Q4 2020.
109 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2022.

Based on Financial Network Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.