GI
BSCM

GS Investments’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

GS Investments’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
Q2 		– Sell
-23,420
Closed -$497K – 161
2022
Q1 		$497K Hold
23,420
– – 0.28% 66
2021
Q4 		$501K Hold
23,420
– – 0.24% 70
2021
Q3 		$504K Hold
23,420
– – 0.26% 69
2021
Q2 		$506K Buy
23,420
+20
+0.1% +$433 0.69% 30
2021
Q1 		$506K Buy
23,400
+1,680
+8% +$36.4K 1.11% 25
2020
Q4 		$472K Buy
21,720
+10,650
+96% +$232K 0.46% 57
2020
Q3 		$242K Hold
11,070
– – 0.66% 33
2020
Q2 		$242K Hold
11,070
– – 0.19% 64
2020
Q1 		$234K Buy
11,070
+4,695
+74% +$100K 0.23% 61
2019
Q4 		$132K Sell
6,375
-4,375
-41% -$94K 0.11% 77
2019
Q3 		$231K Sell
10,750
-25
-0.2% -$536 0.17% 67
2019
Q2 		$231K Hold
10,775
– – 0.19% 69
2019
Q1 		$228K Buy
10,775
+2,950
+38% +$61.6K 0.18% 69
2018
Q4 		$161K Buy
7,825
+1,270
+19% +$26.1K 0.14% 74
2018
Q3 		$135K Buy
6,555
+180
+3% +$3.72K 0.09% 79
2018
Q2 		$132K Buy
+6,375
New +$132K 0.1% 80

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GS Investments's BSCM Position: Q2 2022 in Review

GS Investments sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2022, closing a stake of 23,420 shares — an estimated $497K sold.

GS Investments first reported a position in BSCM in Q2 2018 and held it in 16 quarters. The position peaked at $506K in Q2 2021. 303 funds tracked by Wall St. Rank hold BSCM as of Q2 2022.

  • GS Investments reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • GS Investments sold 23,420 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2022, an estimated $497K.
  • GS Investments first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2018 and held it in 16 quarters.
  • GS Investments's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $506K in Q2 2021.
  • 303 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2022.

Based on GS Investments's 13F filing for Q2 2022, filed 3 Aug 2022.