MFGM
BSCM

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

Marshall Financial Group (Maryland)’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
-56,225
Closed -$1.2M – 223
2022
Q1 		$1.2M Buy
56,225
+11,270
+25% +$240K 0.49% 71
2021
Q4 		$962K Buy
+44,955
New +$965K 0.35% 101

Other funds holding BSCM

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Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Marshall Financial Group (Maryland)'s BSCM Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2022, closing a stake of 56,225 shares — an estimated $1.2M sold.

Marshall Financial Group (Maryland) first reported a position in BSCM in Q4 2021 and held it in 2 quarters. The position peaked at $1.2M in Q1 2022. 303 funds tracked by Wall St. Rank hold BSCM as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 56,225 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2022, an estimated $1.2M.
  • Marshall Financial Group (Maryland) first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.2M in Q1 2022.
  • 303 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.