GWA
BSCM

Genesis Wealth Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$87.4K Buy
4,231
+17
+0.4% +$357 0.07% 131
2015
Q1 		$89.8K Buy
4,214
+5
+0.1% +$105 0.07% 135
2014
Q4 		$89.2K Buy
+4,209
New +$87.5K 0.07% 152

Other funds holding BSCM

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Genesis Wealth Advisors's BSCM Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) stake by 0.4% in Q2 2015, buying an estimated $357 and bringing the position to 4,231 shares worth $87.4K. The position accounts for 0.07% of the portfolio, ranked #131.

Genesis Wealth Advisors first reported a position in BSCM in Q4 2014 and has held it in 3 quarters since. The position peaked at $89.8K in Q1 2015. 30 funds tracked by Wall St. Rank hold BSCM as of Q2 2015.

  • Genesis Wealth Advisors held 4,231 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $87.4K as of Q2 2015.
  • Genesis Wealth Advisors bought 17 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2015, an estimated $357.
  • Invesco BulletShares 2022 Corporate Bond ETF made up 0.07% of Genesis Wealth Advisors's portfolio in Q2 2015, its #131 holding.
  • Genesis Wealth Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $89.8K in Q1 2015.
  • 30 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.