KA
BSCM

Kovack Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Kovack Advisors’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
-22,299
Closed -$474K – 774
2022
Q1 		$474K Buy
+22,299
New +$475K 0.05% 400
2021
Q4 		– Sell
-22,895
Closed -$493K – 787
2021
Q3 		$493K Buy
22,895
+2,798
+14% +$60.4K 0.05% 380
2021
Q2 		$434K Buy
20,097
+2,250
+13% +$48.7K 0.05% 393
2021
Q1 		$386K Buy
+17,847
New +$387K 0.05% 377

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 $26.4B AUM 21.05% 1-Year Est. Return

Kovack Advisors's BSCM Position: Q2 2022 in Review

Kovack Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2022, closing a stake of 22,299 shares — an estimated $474K sold.

Kovack Advisors first reported a position in BSCM in Q1 2021 and held it in 4 quarters. The position peaked at $493K in Q3 2021. 303 funds tracked by Wall St. Rank hold BSCM as of Q2 2022.

  • Kovack Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Kovack Advisors sold 22,299 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2022, an estimated $474K.
  • Kovack Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
  • Kovack Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $493K in Q3 2021.
  • 303 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2022.

Based on Kovack Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.