FI
BSCM

FormulaFolio Investments’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-1,335,088
Closed -$29M – 861
2020
Q4 		$29M Buy
+1,335,088
New +$29.1M 0.61% 42

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

FormulaFolio Investments's BSCM Position: Q1 2021 in Review

FormulaFolio Investments sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2021, closing a stake of 1,335,088 shares — an estimated $29M sold.

FormulaFolio Investments first reported a position in BSCM in Q4 2020 and held it in 1 quarter. The position peaked at $29M in Q4 2020. 295 funds tracked by Wall St. Rank hold BSCM as of Q1 2021.

  • FormulaFolio Investments reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 1,335,088 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2021, an estimated $29M.
  • FormulaFolio Investments first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $29M in Q4 2020.
  • 295 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.