Klingman & Associates’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Klingman & Associates’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 Q3	–	Sell	-78,513	Closed	-$1.71M	–	146
2020 Q2	$1.71M	Sell	78,513 -90	-0.1%	-$1.95K	0.26%	40
2020 Q1	$1.67M	Buy	78,603 +7,590	+11%	+$162K	0.34%	38
2019 Q4	$1.53M	Buy	71,013 +11,150	+19%	+$240K	0.25%	43
2019 Q3	$1.29M	Buy	59,863 +9,150	+18%	+$196K	0.23%	44
2019 Q2	$1.08M	Buy	50,713 +13,450	+36%	+$285K	0.2%	48
2019 Q1	$787K	Buy	37,263 +10,200	+38%	+$213K	0.15%	56
2018 Q4	$558K	Buy	27,063 +9,103	+51%	+$187K	0.13%	59
2018 Q3	$371K	Buy	17,960 +7,500	+72%	+$155K	0.08%	76
2018 Q2	$216K	Buy	+10,460	New	+$216K	0.05%	99
2016 Q4	–	Sell	-8,460	Closed	-$183K	–	367
2016 Q3	$183K	Hold	8,460	–	–	0.06%	99
2016 Q2	$182K	Buy	+8,460	New	+$179K	0.06%	99

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

BCM

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

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

FFW

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

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

MFWM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Klingman & Associates's BSCM Position: Q3 2020 in Review

Klingman & Associates sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2020, closing a stake of 78,513 shares — an estimated $1.71M sold.

Klingman & Associates first reported a position in BSCM in Q2 2016 and held it in 11 quarters. The position peaked at $1.71M in Q2 2020. 257 funds tracked by Wall St. Rank hold BSCM as of Q3 2020.

Klingman & Associates reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Klingman & Associates sold 78,513 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2020, an estimated $1.71M.
Klingman & Associates first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2016 and held it in 11 quarters.
Klingman & Associates's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.71M in Q2 2020.
257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2020.

Based on Klingman & Associates's 13F filing for Q3 2020, filed 3 Nov 2020.