LTI
BSCM

Laffer Tengler Investments’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Laffer Tengler Investments’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
2021
Q1 		– Sell
-4,400
Closed -$95.7K – 355
2020
Q4 		$95.7K Sell
4,400
-10,485
-70% -$229K 0.04% 212
2020
Q3 		$325K Hold
14,885
– – 0.16% 105
2020
Q2 		$325K Buy
+14,885
New +$322K 0.19% 98

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

Laffer Tengler Investments's BSCM Position: Q1 2021 in Review

Laffer Tengler Investments sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2021, closing a stake of 4,400 shares — an estimated $95.7K sold.

Laffer Tengler Investments first reported a position in BSCM in Q2 2020 and held it in 3 quarters. The position peaked at $325K in Q3 2020. 295 funds tracked by Wall St. Rank hold BSCM as of Q1 2021.

  • Laffer Tengler Investments reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Laffer Tengler Investments sold 4,400 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2021, an estimated $95.7K.
  • Laffer Tengler Investments first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • Laffer Tengler Investments's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $325K in Q3 2020.
  • 295 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2021.

Based on Laffer Tengler Investments's 13F filing for Q1 2021, filed 17 May 2021.