HCWM
BSCM

Harrison & Co Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Harrison & Co 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
2022
Q3 		– Sell
-68,972
Closed -$1.46M – 80
2022
Q2 		$1.46M Buy
68,972
+3,148
+5% +$66.8K 1.39% 16
2022
Q1 		$1.4M Buy
65,824
+5,460
+9% +$116K 1.23% 17
2021
Q4 		$1.29M Buy
+60,364
New +$1.3M 1.09% 23

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Harrison & Co Wealth Management's BSCM Position: Q3 2022 in Review

Harrison & Co Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2022, closing a stake of 68,972 shares — an estimated $1.46M sold.

Harrison & Co Wealth Management first reported a position in BSCM in Q4 2021 and held it in 3 quarters. The position peaked at $1.46M in Q2 2022. 287 funds tracked by Wall St. Rank hold BSCM as of Q3 2022.

  • Harrison & Co Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Harrison & Co Wealth Management sold 68,972 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2022, an estimated $1.46M.
  • Harrison & Co Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Harrison & Co Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.46M in Q2 2022.
  • 287 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.