GWAG
BSCM

Garrett Wealth Advisory Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-1,230
Closed -$26.4K – 757
2019
Q3 		$26.4K Buy
+1,230
New +$26.4K 0.02% 183

Other funds holding BSCM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Garrett Wealth Advisory Group's BSCM Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2019, closing a stake of 1,230 shares — an estimated $26.4K sold.

Garrett Wealth Advisory Group first reported a position in BSCM in Q3 2019 and held it in 1 quarter. The position peaked at $26.4K in Q3 2019. 243 funds tracked by Wall St. Rank hold BSCM as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 1,230 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2019, an estimated $26.4K.
  • Garrett Wealth Advisory Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $26.4K in Q3 2019.
  • 243 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.