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

Lineweaver Wealth 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
2021 Q3	–	Sell	-16,616	Closed	-$358K	–	143
2021 Q2	$358K	Buy	16,616 +29	+0.2%	+$627	0.12%	86
2021 Q1	$358K	Sell	16,587 -2,093	-11%	-$45.4K	0.13%	80
2020 Q4	$406K	Sell	18,680 -6,063	-25%	-$132K	0.16%	60
2020 Q3	$540K	Buy	24,743 +50	+0.2%	+$1.09K	0.24%	49
2020 Q2	$538K	Sell	24,693 -646	-3%	-$14K	0.27%	40
2020 Q1	$536K	Buy	25,339 +120	+0.5%	+$2.56K	0.34%	35
2019 Q4	$542K	Buy	+25,219	New	+$542K	0.31%	32

Other funds holding BSCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

BCM

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

KAS

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

ADL

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

Lineweaver Wealth Advisors's BSCM Position: Q3 2021 in Review

Lineweaver Wealth Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2021, closing a stake of 16,616 shares — an estimated $358K sold.

Lineweaver Wealth Advisors first reported a position in BSCM in Q4 2019 and held it in 7 quarters. The position peaked at $542K in Q4 2019. 305 funds tracked by Wall St. Rank hold BSCM as of Q3 2021.

Lineweaver Wealth Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Lineweaver Wealth Advisors sold 16,616 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2021, an estimated $358K.
Lineweaver Wealth Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
Lineweaver Wealth Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $542K in Q4 2019.
305 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.