Legacy Financial Group (Iowa)’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Legacy Financial Group (Iowa)’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	-16,636	Closed	-$354K	–	46
2022 Q1	$354K	Sell	16,636 -4,431	-21%	-$94.4K	0.1%	43
2021 Q4	$451K	Sell	21,067 -18,140	-46%	-$390K	0.19%	29
2021 Q3	$844K	Sell	39,207 -31,603	-45%	-$682K	0.25%	43
2021 Q2	$1.53M	Sell	70,810 -49,530	-41%	-$1.07M	0.46%	35
2021 Q1	$2.6M	Sell	120,340 -191,444	-61%	-$4.15M	0.9%	26
2020 Q4	$6.78M	Buy	+311,784	New	+$6.8M	2.61%	12

Other funds holding BSCM

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

BCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BSCM Position: Q2 2022 in Review

Legacy Financial Group (Iowa) sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2022, closing a stake of 16,636 shares — an estimated $354K sold.

Legacy Financial Group (Iowa) first reported a position in BSCM in Q4 2020 and held it in 6 quarters. The position peaked at $6.78M in Q4 2020. 303 funds tracked by Wall St. Rank hold BSCM as of Q2 2022.

Legacy Financial Group (Iowa) reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 16,636 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2022, an estimated $354K.
Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Legacy Financial Group (Iowa)'s Invesco BulletShares 2022 Corporate Bond ETF position peaked at $6.78M in Q4 2020.
303 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2022.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2022, filed 8 Jul 2022.