Independent Advisor Alliance’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Independent Advisor Alliance’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 Q1	–	Sell	-16,391	Closed	-$352K	–	940
2019 Q4	$352K	Buy	+16,391	New	+$352K	0.02%	637
2019 Q3	–	Sell	-10,599	Closed	–	–	497
2019 Q2	$0	Hold	10,599	–	–	﹤0.01%	494
2019 Q1	$224K	Buy	+10,599	New	+$221K	0.03%	381

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

BCM

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

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

FFW

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

Independent Advisor Alliance's BSCM Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2020, closing a stake of 16,391 shares — an estimated $352K sold.

Independent Advisor Alliance first reported a position in BSCM in Q1 2019 and held it in 3 quarters. The position peaked at $352K in Q4 2019. 249 funds tracked by Wall St. Rank hold BSCM as of Q1 2020.

Independent Advisor Alliance reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Independent Advisor Alliance sold 16,391 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2020, an estimated $352K.
Independent Advisor Alliance first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
Independent Advisor Alliance's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $352K in Q4 2019.
249 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.