LifePlan Financial Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

LifePlan Financial Group’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	$83K	Hold	3,796	–	–	0.04%	206
2020 Q2	$83K	Hold	3,796	–	–	0.04%	198
2020 Q1	$80K	Hold	3,796	–	–	0.04%	185
2019 Q4	$82K	Hold	3,796	–	–	0.04%	206
2019 Q3	$82K	Hold	3,796	–	–	0.04%	200
2019 Q2	$81K	Hold	3,796	–	–	0.04%	203
2019 Q1	$80K	Hold	3,796	–	–	0.04%	202
2018 Q4	$78K	Hold	3,796	–	–	0.05%	194
2018 Q3	$78K	Hold	3,796	–	–	0.04%	202
2018 Q2	$78K	Hold	3,796	–	–	0.04%	200
2018 Q1	$79K	Buy	+3,796	New	+$79.3K	0.05%	186

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

LifePlan Financial Group's BSCM Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) position steady in Q3 2020 at 3,796 shares worth $83K. The position accounts for 0.04% of the portfolio, ranked #206.

LifePlan Financial Group first reported a position in BSCM in Q1 2018 and has held it in 11 quarters since. 257 funds tracked by Wall St. Rank hold BSCM as of Q3 2020.

LifePlan Financial Group held 3,796 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $83K as of Q3 2020.
LifePlan Financial Group left its Invesco BulletShares 2022 Corporate Bond ETF share count unchanged in Q3 2020.
Invesco BulletShares 2022 Corporate Bond ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #206 holding.
LifePlan Financial Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2018 and has held it in 11 quarters since.
257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.