Lokken Investment Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Lokken Investment 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
2021 Q4	–	Sell	-12,058	Closed	-$260K	–	141
2021 Q3	$260K	Sell	12,058 -238	-2%	-$5.13K	0.21%	102
2021 Q2	$265K	Sell	12,296 -322	-3%	-$6.97K	0.22%	96
2021 Q1	$273K	Sell	12,618 -208	-2%	-$4.51K	0.24%	91
2020 Q4	$279K	Buy	+12,826	New	+$280K	0.25%	74

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lokken Investment Group's BSCM Position: Q4 2021 in Review

Lokken Investment Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2021, closing a stake of 12,058 shares — an estimated $260K sold.

Lokken Investment Group first reported a position in BSCM in Q4 2020 and held it in 4 quarters. The position peaked at $279K in Q4 2020. 322 funds tracked by Wall St. Rank hold BSCM as of Q4 2021.

Lokken Investment Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Lokken Investment Group sold 12,058 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2021, an estimated $260K.
Lokken Investment Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Lokken Investment Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $279K in Q4 2020.
322 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2021.

Based on Lokken Investment Group's 13F filing for Q4 2021, filed 7 Feb 2022.