Global Financial Private Capital’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Global Financial Private Capital’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 Q1	–	Sell	-1,287	Closed	-$28K	–	452
2019 Q4	$28K	Sell	1,287 -47	-4%	-$1.01K	﹤0.01%	311
2019 Q3	$29K	Hold	1,334	–	–	﹤0.01%	291
2019 Q2	$29K	Buy	+1,334	New	+$28.3K	﹤0.01%	331
2018 Q4	–	Sell	-9,867	Closed	-$204K	–	546
2018 Q3	$204K	Buy	+9,867	New	+$204K	0.01%	507

Other funds holding BSCM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Global Financial Private Capital's BSCM Position: Q1 2020 in Review

Global Financial Private Capital sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2020, closing a stake of 1,287 shares — an estimated $28K sold.

Global Financial Private Capital first reported a position in BSCM in Q3 2018 and held it in 4 quarters. The position peaked at $204K in Q3 2018. 249 funds tracked by Wall St. Rank hold BSCM as of Q1 2020.

Global Financial Private Capital reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Global Financial Private Capital sold 1,287 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2020, an estimated $28K.
Global Financial Private Capital first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2018 and held it in 4 quarters.
Global Financial Private Capital's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $204K in Q3 2018.
249 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2020.

Based on Global Financial Private Capital's 13F filing for Q1 2020, filed 12 May 2020.