Golden State Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Golden State Wealth Management’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 Q4	–	Sell	-6,581	Closed	-$144K	–	453
2020 Q3	$144K	Sell	6,581 -32,909	-83%	-$720K	0.05%	226
2020 Q2	$859K	Buy	39,490 +32,909	+500%	+$712K	0.28%	61
2020 Q1	$139K	Buy	+6,581	New	+$140K	0.06%	206
2019 Q4	–	Sell	-6,581	Closed	-$141K	–	1114
2019 Q3	$141K	Buy	6,581 +6,400	+3,536%	+$137K	0.05%	260
2019 Q2	$3K	Hold	181	–	–	﹤0.01%	963
2019 Q1	$4K	Buy	+181	New	+$3.78K	﹤0.01%	964

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

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

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

BCM

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

FFW

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HPC

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

Golden State Wealth Management's BSCM Position: Q4 2020 in Review

Golden State Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2020, closing a stake of 6,581 shares — an estimated $144K sold.

Golden State Wealth Management first reported a position in BSCM in Q1 2019 and held it in 6 quarters. The position peaked at $859K in Q2 2020. 294 funds tracked by Wall St. Rank hold BSCM as of Q4 2020.

Golden State Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 6,581 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2020, an estimated $144K.
Golden State Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2019 and held it in 6 quarters.
Golden State Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $859K in Q2 2020.
294 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.