GAG
BSCM

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

GM 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
2018
Q3 		– Sell
-86,330
Closed -$1.78M – 133
2018
Q2 		$1.78M Sell
86,330
-3,630
-4% -$75K 0.53% 29
2018
Q1 		$1.87M Buy
89,960
+18,280
+26% +$382K 0.56% 29
2017
Q4 		$1.52M Sell
71,680
-452,025
-86% -$9.63M 0.41% 36
2017
Q3 		$11.2M Buy
523,705
+5,430
+1% +$116K 3.41% 10
2017
Q2 		$11.1M Buy
518,275
+4,650
+0.9% +$99K 3.48% 11
2017
Q1 		$10.8M Buy
513,625
+36,460
+8% +$766K 3.69% 9
2016
Q4 		$10M Buy
477,165
+35,300
+8% +$748K 3.5% 10
2016
Q3 		$9.57M Buy
441,865
+397,175
+889% +$8.58M 3.56% 11
2016
Q2 		$963K Buy
+44,690
New +$948K 0.36% 35

Other funds holding BSCM

PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return