Golden State Equity Partners’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Golden State Equity Partners’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
2022 Q1	$227K	Hold	10,673	–	–	0.11%	170
2021 Q4	$228K	Sell	10,673 -127	-1%	-$2.73K	0.12%	151
2021 Q3	$233K	Buy	+10,800	New	+$233K	0.09%	204

Other funds holding BSCM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

FFW

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Golden State Equity Partners's BSCM Position: Q1 2022 in Review

Golden State Equity Partners held its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) position steady in Q1 2022 at 10,673 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #170.

Golden State Equity Partners first reported a position in BSCM in Q3 2021 and has held it in 3 quarters since. The position peaked at $233K in Q3 2021. 313 funds tracked by Wall St. Rank hold BSCM as of Q1 2022.

Golden State Equity Partners held 10,673 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $227K as of Q1 2022.
Golden State Equity Partners left its Invesco BulletShares 2022 Corporate Bond ETF share count unchanged in Q1 2022.
Invesco BulletShares 2022 Corporate Bond ETF made up 0.11% of Golden State Equity Partners's portfolio in Q1 2022, its #170 holding.
Golden State Equity Partners first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2021 and has held it in 3 quarters since.
Golden State Equity Partners's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $233K in Q3 2021.
313 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2022.

Based on Golden State Equity Partners's 13F filing for Q1 2022, filed 16 May 2022.