MIAN
BSCM

Mariner Independent Advisor Network’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$1.65M Buy
77,717
+2,523
+3% +$53.5K 0.07% 275
2022
Q2 		$1.59M Buy
75,194
+59,406
+376% +$1.26M 0.07% 290
2022
Q1 		$336K Sell
15,788
-7,926
-33% -$169K 0.01% 473
2021
Q4 		$507K Sell
23,714
-7,329
-24% -$157K 0.02% 391
2021
Q3 		$668K Sell
31,043
-54,056
-64% -$1.17M 0.03% 372
2021
Q2 		$1.84M Sell
85,099
-9,066
-10% -$196K 0.08% 252
2021
Q1 		$2.04M Sell
94,165
-16,274
-15% -$353K 0.11% 201
2020
Q4 		$2.4M Buy
110,439
+57,413
+108% +$1.25M 0.13% 175
2020
Q3 		$1.16M Buy
53,026
+6,881
+15% +$150K 0.1% 200
2020
Q2 		$1.01M Buy
46,145
+6,819
+17% +$147K 0.09% 207
2020
Q1 		$822K Buy
39,326
+10,653
+37% +$227K 0.07% 231
2019
Q4 		$617K Sell
28,673
-402
-1% -$8.64K 0.04% 294
2019
Q3 		$625K Buy
29,075
+3,982
+16% +$85.3K 0.05% 300
2019
Q2 		$537K Buy
25,093
+2,754
+12% +$58.3K 0.04% 306
2019
Q1 		$470K Buy
22,339
+5,138
+30% +$107K 0.04% 305
2018
Q4 		$355K Buy
17,201
+6,952
+68% +$143K 0.03% 322
2018
Q3 		$211K Buy
+10,249
New +$212K 0.03% 228

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Mariner Independent Advisor Network's BSCM Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) stake by 3.4% in Q3 2022, buying an estimated $53.5K and bringing the position to 77,717 shares worth $1.65M. The position accounts for 0.07% of the portfolio, ranked #275.

Mariner Independent Advisor Network first reported a position in BSCM in Q3 2018 and has held it in 17 quarters since. The position peaked at $2.4M in Q4 2020. 287 funds tracked by Wall St. Rank hold BSCM as of Q3 2022.

  • Mariner Independent Advisor Network held 77,717 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $1.65M as of Q3 2022.
  • Mariner Independent Advisor Network bought 2,523 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2022, an estimated $53.5K.
  • Invesco BulletShares 2022 Corporate Bond ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #275 holding.
  • Mariner Independent Advisor Network first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2018 and has held it in 17 quarters since.
  • Mariner Independent Advisor Network's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.4M in Q4 2020.
  • 287 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.