IWM
BSCM

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

IHT 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
Q1 		– Sell
-27,743
Closed -$593K – 878
2021
Q4 		$593K Buy
27,743
+243
+0.9% +$5.22K 0.04% 389
2021
Q3 		$592K Buy
27,500
+2,609
+10% +$56.3K 0.05% 372
2021
Q2 		$537K Buy
24,891
+885
+4% +$19.1K 0.03% 514
2021
Q1 		$519K Buy
24,006
+2,258
+10% +$49K 0.04% 449
2020
Q4 		$473K Sell
21,748
-50
-0.2% -$1.09K 0.04% 423
2020
Q3 		$476K Buy
21,798
+1,722
+9% +$37.7K 0.05% 362
2020
Q2 		$438K Sell
20,076
-1,342
-6% -$29K 0.06% 314
2020
Q1 		$454K Buy
21,418
+74
+0.3% +$1.58K 0.07% 301
2019
Q4 		$459K Buy
21,344
+1,379
+7% +$29.6K 0.05% 344
2019
Q3 		$429K Buy
19,965
+2,792
+16% +$59.8K 0.06% 347
2019
Q2 		$367K Sell
17,173
-467
-3% -$9.89K 0.05% 354
2019
Q1 		$373K Buy
17,640
+4,404
+33% +$91.9K 0.06% 316
2018
Q4 		$273K Buy
+13,236
New +$272K 0.05% 350

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

IHT Wealth Management's BSCM Position: Q1 2022 in Review

IHT Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2022, closing a stake of 27,743 shares — an estimated $593K sold.

IHT Wealth Management first reported a position in BSCM in Q4 2018 and held it in 13 quarters. The position peaked at $593K in Q4 2021. 313 funds tracked by Wall St. Rank hold BSCM as of Q1 2022.

  • IHT Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • IHT Wealth Management sold 27,743 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2022, an estimated $593K.
  • IHT Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2018 and held it in 13 quarters.
  • IHT Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $593K in Q4 2021.
  • 313 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.